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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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7015 results found

  1. Completed document being sent to a placeholder of a new document

    10 votes

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    1 comment  ·  Automations  ·  Admin →
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    Hello Ksenia,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

  2. For example, my last name is Ragland, and the n could potentially look like a 'u'.

    1 vote

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  3. Would like "Sentence Case" added to styles

    1 vote

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  4. 1 vote

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  5. If the recipient needs to know the document is confidential. I was hoping there may be an option similar to the page numbers and code that is automatically added to a PDF of a PandaDoc document that would add the classification.

    1 vote

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  6. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. Able to support desktop version of Quickbooks

    1 vote

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  8. 1 vote

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    Dear Tammy,


    This is Valeryia from PandaDoc team! Thank you for your feature request regarding multiple documents workflow! We highly appreciate it!


    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to process the feature request if you could provide us with a couple of details.


    I appreciate your time and looking forward to hearing back from you!

  9. 1 vote

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  10. Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document

    15 votes

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  11. Documents in a bundle should be capable of being re-ordered.

    9 votes

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  12. Ability to assign fields via APi.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  13. You should have the ability to edit existing text in a drop down menu options of a template. I duplicated a template and have basic edits on dates/information but the bulk of the text will be remaining the same. The current capabilities allow me to add or remove new options but if I want to edit the text of an existing option, I need to retype out the entire text. This seems like a simple fix and would greatly improve the efficiency of creating templates with minor variable differences.

    1 vote

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  14. 2 votes

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  15. countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Multiple choice option for discount

    2 votes

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  17. 1 vote

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  18. 1 vote

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  19. 1 vote

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  20. 1 vote

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