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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. I'd like it to be easier to make photo collages within panda docs. I currently create a collage using fundy (it's actually a wedding album design tol) and upload those exports. I'd rather just be able to do this natively.

    1 vote

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  2. Option to vertically align text

    2 votes

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  3. Have an option to automatically minimize the right-side panel when opening a document for editing.

    5 votes

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  4. I need to map the fields in the Smart Forms to fields in the Document Template. We have 100+ fields in teh Smart Forms and it's really hard to map because the selection in the dropdown are not alphabetical and there's no way to do a quick filter. See attached screenshot.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
  5. Suggestion to make the search bar appear in the default view to avoid having to click search every time, just to then have to re-navigate to the search back to enter the search parameters. This would streamline the search process and save extra navigation steps.

    2 votes

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  6. When using Square or Stripe as payment methods, there should be an option to automatically pass credit card surcharges to customers at checkout. Currently, adding the surcharge manually in the pricing table does not work for installment payments.

    2 votes

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  7. Have the ability to access the Image Library when adding images in Rooms.

    3 votes

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    0 comments  ·  Rooms  ·  Admin →

    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!

  8. Can non-Roman characters be added to the editor and to the recipient language?

    2 votes

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  9. Ability to change the default "Sort by" option for product catalog when adding products to QB block (for now Last modified is always set as default).

    2 votes

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  10. Integrate PandaDoc with a Tax calculator

    3 votes

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  11. When a form is received and the uploaded data is in Excel/word. The contents needed to be downloaded before being viewed.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
  12. Prevent users from enabling the optional items toggle in a quote block.

    2 votes

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  13. When selecting Products on a form, it shows the selections below the box - this can lead to a lot of scrolling if you have multiple product boxes in one form. It would be awesome if all products selected across the whole form could show up in a side box on the page (or something like that), so I can see all products selected for review before creating my quote

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  14. Im setting up Shared Inboxes in Pipedrive, how does this feature sync with the document creation and email reply to settings in pandadocs?

    2 votes

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  15. Currently when you add a product sku to a form, there is no way to change the order of which those products show on the form. And then that translates to quote.

    It would be awesome to be able to sort products manually so I can make sure they show up in a good order for my reps and customers.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  16. We generate a document using an API. This means we've created a template that is populated with content via the API. The document is successfully sent to the customer. The customer discovers an error (spelling, numbers swapped, etc.). They can point out this potential error in the PandaDoc web view. Both the sender and the recipient receive this information via email. We would also like to receive this information via the API (status) so that we can directly point it out in our system that populates the documents.

    2 votes

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    0 comments  ·  API  ·  Admin →
  17. Client is requesting to have the 'Send Document' button higher. Similar to the Continue button on the preview screen to Review Recipients.

    When the Send Document button is low, users have to scroll down to click it, which is an unnecessary step. The button should be at a consistent level all the time.

    2 votes

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  18. 🔍 Problem Statement
    What’s the problem this feature is solving? Why does it matter?

    🎯 Use Case / Desired Outcome
    What would the user experience look like if this existed? Describe how a user would interact with it.

    🧠 Proposed Solution
    What specifically would you like the AI to do? Is it generating entire documents, specific sections, summaries, or something else?

    🔁 Current Workaround
    What do you or customers do today to accomplish this, and what are the limitations?

    🌟 Impact
    How would this feature improve workflow, save time, or increase revenue/retention?

    🧪 Optional: Customer Interest / Accounts
    Do any…

    3 votes

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  19. Add an option to link conditional fields to payment. For example, if the user selects 'Yes', they proceed to payment; if 'No', the document will be completed without payment.

    3 votes

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  20. Payment variables: system variables that will reflect the details of the payment setup configured on a document

    1 vote

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