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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6102 results found

  1. The old forms feature had a blurred background image of a form behind the pop up window. Smart Forms do not have the background image and I prefer it.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  2. The ability to use drop-down fields within the quote builder for selection.

    2 votes

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  3. The ability to use drop-down fields within the quote builder for selection.

    1 vote

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  4. Automatic translation of CRM product line items in PandaDoc documents

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. What’s the problem?

    There’s currently no way to resize multiple fields at once in the document editor. Users must manually resize each field individually, which is time-consuming when working with forms that have many fields.

    What we need:

    The ability to select multiple fields and resize them all to the same dimensions in one action.

    Why it matters:

    Saves significant time when building forms and templates
    Creates consistent, professional-looking documents
    Reduces repetitive manual work
    Current workaround:

    Resize one field, then duplicate it—but this doesn’t help when fields already exist and need to be standardized.

    This version is concise and gets…

    1 vote

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  6. 2 votes

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    0 comments  ·  API  ·  Admin →
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  7. Currently, custom Field IDs for fields added to Content Library documents automatically include a number starting with "1" after the Field ID name. A specific Field ID has been entered for a Fillable Field that would be the same in various documents in the Content Library. Adding various forms with these fields into a template do not link because a number is being added to the Field ID name. Users have to manually check each field and delete the number from the Field ID so that it can automatically link to each other throughout the document. For long documents, this…

    1 vote

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  8. Ability to export a CSV list of documents that are waiting for payment with due date and status

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Allow bullets to be indented

    2 votes

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  10. 2 votes

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  11. Customer needs to display line-item prices as "per month" for presentation, while having the recurring subtotal in the Grand Total calculate on an annual basis. Currently, the billing period setting controls both the label and the subtotal — when set to Annual, the line-item label changes to "per year," which doesn't meet their business requirement. They need the flexibility to decouple the display label from the calculation period.

    2 votes

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  12. Can you please add a function that allows users to center objects on the page or always have the center alignment line populate?

    When working on a page with multiple content boxes it is nearly impossible to drag a new object (text box) to the actual center of a page due to PandaDoc using grid-based relative layout where it prioritizes alignment to different boxes rather than the actual center of the page. The center line should always populate to ease the process for users manually adjusting documents. Even if there was a button to center the object, like you center…

    1 vote

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  13. Feature Request:
    Add the ability to save and reuse individual standard fields (such as Name and Job Title) as standalone items that can be quickly inserted into any document, especially when working with different uploaded PDFs.

    Problem It Solves:
    Currently, when users work with different PDFs each time, they must manually recreate common fields like “Name” and “Job Title” for every new document. There’s no way to save these standard fields as reusable items outside of templates or content library blocks.

    How It Should Work:
    Users should be able to save individual fields (e.g., “Name” text field, “Job Title” text…

    1 vote

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  14. Pre-Selected you can define Single Item, All Item, or Multi Item.

    For Dynamic, it only allows Multi-item. So even if the user should only be choosing one of the products that matches the criteria, he CAN choose 2 or 3 items, which can ruin the configuration.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  15. I would like the ability to add images to the proposal in the Catalog fields. For instance, if a client wants a model for an upcoming event with a 1920s theme, I would like to add an image of the model in a 1920s dress to the proposal without altering the actual catalog entry.

    1 vote

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  16. Would like to be able to hide the "Initials' field type so it is not visible to end users. They use another method to prefill initials, so sometimes their users get confused.

    2 votes

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  17. Stripe tax settings are already perfectly configured as the customer already went through all those steps with their support.

    The taxation works perfectly, and the proof of that is that taxes are applied correctly on all their other proposals in Pandadoc, except for the subscription ones. On the subscription ones, the taxes are applied successfully on the first payment, which also proves that taxes are applied correctly.

    But then, the remaining payment of the subscription do not have any taxes.

    2 votes

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  18. When i share a user with a folder, it should automatically propogate that change to all the child folders. I need to share a folder with our lawyers and it doesn't seem there is any way to do this. This seems like a very basic behavior?

    1 vote

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  19. Please provide an AI-generated summary of the contact highlight terms, billing contact, and billing information. The start date should be sent automatically to set email address for internal uses only.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. 2 votes

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