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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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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7000 results found

  1. You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.

    3 votes
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    • On the PDf of the completed document the paid amount will show up.
    1 vote
    0 comments  ·  Other  ·  Admin →
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  2. Official Ruby SDK for PandaDoc

    1 vote
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  3. 1 vote
    0 comments  ·  API  ·  Admin →
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  4. Option to view details of when emails was sent with copies of fully signed documents

    • Will allow the user to view the details of when emails was sent with copies of fully signed documents on the Audit trail.
    1 vote
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  5. 1 vote
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  6. Download signature created or uploaded in PandaDoc account

    3 votes
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  7. A feature to make it easier to migrate templates from Proposify to PandaDoc, to make it easier for customers to switch.

    2 votes
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  8. Fill column color (change column background color)
    select entire column and change the background color all at once instead of 1 cell at a time.

    3 votes
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  9. Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.

    82 votes
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  10. Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

    3 votes
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  11. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    1 vote
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  12. 1 vote
    0 comments  ·  API  ·  Admin →
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  13. 2 votes
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  14. The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.

    1 vote
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  15. It would be useful to have the option to properly align checkboxes and other fillable fields within tables, so that for instances where you add information to the table, it doesn't misalign multiple checkboxes within a document or template.

    Currently if you manually align multiple checkboxes on top of a table and then, for example, add text to a table cell next to it which creates another line, it will misalign all of the checkboxes on the document. It would be helpful if instead of placing these checkboxes "above" the table, at least have the option to add it within…

    3 votes
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  16. It would be a useful feature to add multiple brands within the Branding Settings in the same workspace. Currently there is only the option to set up one brand.

    4 votes
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  17. Distribute products into Quote builder sections when pulling products from a CRM

    2 votes
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  18. 1 vote
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  19. The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.

    3 votes
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