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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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7155 results found

  1. "Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"

    8 votes

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  2. continue approving document when there are suggestions made, keep it in suggestion mode

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  3. 1 vote

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  4. Ability to set a default CC'd recipient email for all documents

    8 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and

    31 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  6. if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table

    2 votes

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  7. Search for page numbers in page reordering menu

    3 votes

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  8. 8 votes

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    2 comments  ·  Approvals  ·  Admin →
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  9. 5 votes

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  10. Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    13 votes

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  11. Even if there are no actions for the recipients, but the recipients should still have access to a ‘Finish’ button to confirm the completion.

    3 votes

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  12. 2 votes

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  13. 5 votes

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  14. Option to set document sequence numbers to be randomly generated rather than follow the sequence order.

    4 votes

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  15. Option to automatically add roles when you add smart content with the content library items.

    6 votes

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  16. Name Column 1 Column 2
    Product 1 + -
    Product 2 - +
    Product 3 + +

    1 vote

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  17. customer wants rounded table design and not just plain box

    4 votes

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  18. Well, there are quite a few limitations on the pricing table formatting
    possible to format the footer so that it has that yellow background?

    2 votes

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  19. Ability to use different PayPal accounts for different templates within one PandaDoc account.

    5 votes

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  20. Be able to set a default date on the date field, i.e. the birthdate year will most likely be in the 1980's. Set it as such so it doesn't default to 2022.

    4 votes

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