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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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2928 results found

  1. 4 votes

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  2. 62 votes

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  3. Option to upload multiple files in a single collect files field

    41 votes

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  4. It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.

    5 votes

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    0 comments  ·  API  ·  Admin →
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  5. Set up field height and width while creating documents from a PDF via API

    11 votes

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    1 comment  ·  API  ·  Admin →
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  6. As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    79 votes

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  7. Have the ability to customize the default placeholder value for fields.

    6 votes

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  8. Offer the PandaDoc application in Czech.

    13 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!

  9. Pricing Table Integration: Ability to automatically pull products from data merge as optional

    6 votes

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  10. Client would like the ability to convert a cover page to a content page.

    15 votes

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  11. Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell

    2 votes

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    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  12. The ability to transfer data from multiple documents to a new document.

    6 votes

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  13. Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Would like to change the default signature color for recipients from black to blue

    52 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!

  15. Ability to add a phone number as a hyperlink (now it is now allowing you to do so).

    10 votes

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  16. Variable that will type out total cost in words as well as numbers.

    3 votes

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  17. If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Ability to add multiple users to multiple Workspaces all at once

    27 votes

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  19. Automatically add Pipedrive custom product fields to pricing table

    11 votes

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  20. In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.

    30 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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