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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. In MS Word, I have the option of setting Headings and Paragraphs to "Keep with next" or "Keep lines together" or "Page break before". This would be a helpful feature in Pandadoc when I am doing contracts, there are certain places where I want to prohibit lines from being orphaned to a new page no matter how much content gets put in front of it. I don't want to use a page break because IF all the content CAN fit on a single page, then that is how I want it. But IF it needs to roll to the next…

    6 votes

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  2. For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?

    8 votes

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  3. 1 vote

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  4. 3 votes

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  5. when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    7 votes

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  6. Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

    3 votes

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  7. a way to download all the emails for the people that only viewed my template

    3 votes

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  8. Ability to use conditional content in Zapier/Integromat.

    4 votes

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  9. ability to use variables for Pipedrive line item taxes separately and not as a sum.

    1 vote

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  10. 1 vote

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  11. 2 votes

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  12. Option to transfer field info to the template aside from variables and pricing table.

    • Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
    1 vote

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  13. Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

    7 votes

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  14. The ability to restore catalog folders that have been deleted.

    3 votes

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  15. active hyperlinks in the uploaded pdfs

    3 votes

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  16. 15 votes

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  17. 1 vote

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  18. Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes

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  19. 1 vote

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  20. Smart content: more than one rule, for example, "AND" conditional rule

    26 votes

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    3 comments  ·  Other  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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