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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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2995 results found

  1. Option on the data merge to set up font weight.

    • Will allow the user to set the font weight in the pricing table using Data Merge
    1 vote

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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!

  2. Ability to create a batch of documents on the fly while creating a document through HubSpot.

    2 votes

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  3. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Set auto-reminder in one go for documents that have already been sent by bulk.

    28 votes

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  5. Option to send leaderboard reports via email on a recurring basis.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  6. authorization (access code) to be added on a template level

    4 votes

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  7. Ability to set a default value of a space for custom variables?

    3 votes

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  8. Smart Content to work with uploaded pages

    8 votes

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  9. 5 votes

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  10. Converting a form to a document

    • will allow the user to convert a form to document.
    13 votes

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    1 comment  ·  Forms  ·  Admin →
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  11. show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits

    8 votes

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  12. Ability to import information from Excel to pricing tables

    16 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Copy Office Suite / Google Workspace / HTML tables into PandaDoc

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  13. Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.

    3 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!

  14. Want to delete all instances of a variable in 1 click instead of removing them all manually.

    3 votes

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  15. Ability to add more than one custom font to a theme. Right now you can only add one, and sometimes need to add different styles of the same font, or different purchased fonts to one doc.

    27 votes

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  16. Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.

    15 votes

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  17. Option to have date variable calculations, for example, auto-populate a date one year from the document creation date

    23 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!

  18. Be able to generate docs with pricing tables from custom entities in MS Dynamics

    4 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!

  19. change custom variable format

    9 votes

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  20. At this time, you have to use line item discount so that tax is calculated appropriately for each item and the total tax for the table. Can we add the ability to use the discount from the total section of the pricing table to calculate tax appropriately for each line item instead?

    3 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!

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