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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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7263 results found

  1. Be able to use smart content and variables to update an existing table vs adding in a new table based or item.

    1 vote

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  2. It would be helpful to be able to share product catalog items to contacts who don't have a PandaDoc account.

    3 votes

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  3. Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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  4. 1 vote

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  5. Auto-Capitalization Option

    • will auto capitalize words on the document
    3 votes

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  6. The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.

    15 votes

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  7. 4 votes

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  8. Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template/document details" request.

    1 vote

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  9. 5 votes

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  10. a native bitly integration

    1 vote

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  11. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. 1 vote

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  13. Ability to fill out form fields (name;last name;email) via extending the URL.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. 1 vote

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  15. The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)

    -This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.

    6 votes

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  16. 1 vote

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  17. Option to change the page background if the template/document was created by an existing file (ppt/pdf/...)

    5 votes

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  18. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    9 votes

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  19. Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. 6 votes

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