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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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5360 results found

  1. Moving sent or completed documents to a selected folder across workspaces

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. Increase or decrease font size of text automatically to fit the text block as block size is adjusted.

    2 votes

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  3. 56 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. Integrate with Fillquick

    3 votes

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  5. Ability to hide rows automatically if there is no information in them? For example, if I do not have a $ amount in the discount variable area I do not want the discount line to show.

    3 votes

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  6. Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Program a date/time to send a document from Hubspot

    1 vote

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  8. Customer would like to rearrange the titles on the dashboard

    2 votes

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  9. Option to set document value based on variable

    4 votes

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  10. Ability to add signature field without assigned recipient.

    11 votes

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  11. Send another PandaDoc document when PandaDoc document status changed to Paid

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. ability to adjust page numbering height that is shown in the PDF

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  13. PandaDoc API that can utilize the CSV data gathered when a form is completed

    2 votes

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    1 comment  ·  API  ·  Admin →
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  14. To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    10 votes

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    0 comments  ·  Approvals  ·  Admin →
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  15. Integration with Amadeus Delphi to make eSignature faster.

    1 vote

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  16. Option in the Pandadoc to null the signed letter: replace a signed document with a new one. The existing signed documents should be in the bottom with X line.
    This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.

    1 vote

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  17. Option to save variable value to CLI

    1 vote

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  18. Change invoice billing currency ( Recurly )

    4 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  19. image library restriction - accessible by Account Owners and users with Admin role only

    2 votes

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  20. transfer content blocks to another document after document has been completed/signed

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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