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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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7256 results found

  1. Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.

    8 votes

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  2. 1 vote

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  3. 4 votes

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  4. same signature size whether the other signature fields are small or large, after signing on the first/initial signature field

    4 votes

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  5. Ability to rename a theme without saving a new one and deleting the old one. Having this option would allow us to change the name of a theme without having to change the defaults on templates, in Settings, etc.

    2 votes

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  6. It would be great if we had a way to resend a completed document without downloading and emailing separately the PDF if the recipients don't receive it.

    1 vote

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  7. Ability to add options to the dropdown field via uploading an excel file/google sheet.

    2 votes

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  8. Will allow the user to set conditional logic for Qoute builder

    18 votes

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  9. When uploading a long contract, it does not insert page breaks automatically. When I want initials at bottom of each page, it makes it impossible without manually chopping it up myself which is difficult. I would like for a word file to import with exact same format and page breaks.

    5 votes

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  10. The signer would have the option to choose which initial field they wanted to initial but mandatory that they choose at least one.

    3 votes

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  11. 1 vote

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  12. Resolve issues that result in emails to our clients getting blocked or going to spam

    6 votes

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  13. Currently only document creator can be listed as the owner of it. However it's critical for us to have the team member's account as the owner for accurate reporting data. Our team doesn't build proposals, they are just cc'ed

    1 vote

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  14. Ability to adjust text fields size for sent document.

    2 votes

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  15. Ability to customize a link/URL to show the client's name and order number.

    1 vote

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  16. automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    5 votes

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  17. Add TITLE and NAME to the fields as fast options.

    3 votes

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  18. Have the ability to save changes manually instead of relying on the cloud

    6 votes

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  19. 1 vote

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    0 comments  ·  API  ·  Admin →
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  20. Example: User needs to assign 2 signers to a 300+ page doc. On each page of the doc, they need a signature and the 300-page doc is never the same per client. Allow the user to assign the signature boxes once and then have them auto-fill throughout the 300+ page doc so they dont have to manually go page by page

    3 votes

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