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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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7017 results found

  1. Ability for font to decrease in size if needed to fit into a fillable field

    1 vote

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  2. Auto-adjust spacing or font size when variables are populated.

    4 votes

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  3. Instead of having to download the folders with documents separately.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. 2 votes

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  5. 10 votes

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  6. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. 1 vote

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  8. 3 votes

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    0 comments  ·  API  ·  Admin →
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  9. Option to update document currency via variable

    3 votes

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  10. When adding a new section in the pricing table at the bottom via '+ Section', the new section has to be dragged elsewhere in the pricing table (if the desire is to add the section towards the top or in the middle, for example). Could there be a functionality where it's not automatically added at the bottom and has to be dragged to the desired position in the pricing table?

    2 votes

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  11. 7 votes

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  12. Ability to preserver Nimble CRM price field's formatting and currency symbol when passed over to PandaDoc.

    1 vote

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  13. Allow for multiple workspaces to be open at once (on different tabs)

    3 votes

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  14. Option to filter documents that is not linked to an Integration.

    -will allow the user to filter document that is not linke with Salesforce, HubSpot etc.

    6 votes

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  15. Data merge option for Pipeliner CRM

    • will alloe the user to set up data merge for Pipeliner CRM
    1 vote

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  16. To clarify -- the color of the text is the same as the line under the text when the text is underlined. Could we add functionality to change the color of the underlined line? Also, the ability to add more space between the text and the line.

    1 vote

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  17. 2 votes

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  18. For example, the description text comes in grey automatically -- and the client would like the color to be black automatically instead of having to change it in each document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  19. 6 votes

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  20. For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.

    3 votes

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