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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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6439 results found

  1. There is a pop-up that shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out. Could we allow a setting that removes that pop-up?

    4 votes

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  2. 2 votes

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  3. want to populate the smart content option based on the products used in the document

    33 votes

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    Hi there! Thank you for taking the time to leave your request. Currently, this is not available, but the good news is that we have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc when it is live. Stay tuned!

  4. 1 vote

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  5. 6 votes

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  6. Ability to check the reporting specified to the customer.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. allow recipients to choose a payment method

    5 votes

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    2 comments  ·  Payments  ·  Admin →
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  8. 1 vote

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  9. 1 vote

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  10. Ability to undo a signature for one specific user instead of erasing the entire document.

    5 votes

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  11. Integration with Dynamics 365 Jobs

    2 votes

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  12. 1 vote

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    0 comments  ·  Payments  ·  Admin →
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  13. Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  14. pre assign person in roles in library item

    4 votes

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  15. to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders

    2 votes

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  16. Rename "Page Properties" to "Section Properties". Then one section could span across multiple pages, such as when the text exceeds one A4 page, meaning a PDF page break is shown.

    Better would be automatically create a new page within that "section". Then allow each section to have distinct properties like images, footer, header etc.

    1 vote

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  17. We have templates with background images. Where there is a lot of text, and a PDF page break is added, we would want a Page Properties on Settings to allow the background image to be carried across to other pages. Currently it automatically expands itself, thus breaking continuity.

    Basically, we want it to operate like an image on a Word document.

    1 vote

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  18. Ability to set the A5 format.

    1 vote

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  19. Can we enable support for adding the Receipt email address via API to existing documents because the same functionality is doable via User Interface

    2 votes

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    1 comment  ·  API  ·  Admin →
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  20. 1 vote

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    0 comments  ·  API  ·  Admin →
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