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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Option to choose easily and change bold text in a document.

    will allow t he user to easily choose a text and change its properties.

    1 vote

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  3. Give access for collaborators with edit permissions to the document's settings and so they can edit the expiration date.

    1 vote

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  4. We'd like to suggest line items with discounts and that will show the total Discount amount to be added as a feature.

    1 vote

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  5. Sync Collect Files field in Dropbox

    2 votes

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  6. I want when a proposal is pandadoc is created. to have an audomatic deal created on pipedrive with all the details. how to do that

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. add image on the form link

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  8. Ability to bundle more than 10 documents in a bundle

    62 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 this scenario namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  9. an email notification that an attachment is uploaded in the collect file fields.

    1 vote

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  10. automatically change document status to Completed

    8 votes

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    3 comments  ·  Automations  ·  Admin →
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  11. It would be great to be able to create a table of contents at the document level instead of page-level so when you send out multiple documents to a client/receiving party, it's easier to negative.

    5 votes

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  12. Ability to disable the emails that are coming upon user invitation in SSO.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  13. If we send a contract to be signed and the customer signs it as is, to automate the countersignature from our legal team. If no changes are made (no redlining), they don't need to see it.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. 1 vote

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  15. PandaDoc cannot be used with documents that contain Hebrew via the API.

    Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.

    Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
    Additionally, sometime PandaDoc adds an extra space before/after the field name.

    This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…

    12 votes

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    0 comments  ·  API  ·  Admin →
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  16. the default pricing table columns should work in the similar way as the cost column
    so you can set up it in the way so it will disappear automically and won't be visible to recipients

    9 votes

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  17. If a variable in HubSpot is blank let the system to insert a text field and assign it to the recipient to gather the information instead of the blank variable

    3 votes

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  18. Ability to edit the actual document totals in the application to accurately measure the amount of sales within a PandaDoc document.

    1 vote

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  19. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  20. control how often senders and recipients get notified about document changes

    1 vote

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