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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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6691 results found

  1. Have an option to change timezone of the application to AEST.

    79 votes

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  2. 4 votes

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  3. Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    116 votes

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    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

  4. 75 votes

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    8 comments  ·  Other  ·  Admin →
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  5. Filter contacts in PandaDoc based on contact info when adding as a recipient

    7 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  6. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. The option to set and change expiration date via API.

    39 votes

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    3 comments  ·  API  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  8. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. The ability to be very precise adjusting image's size in the PandaDoc Editor 2.0 - specify dimensions, for example

    42 votes

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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!

  10. 8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. The option to set the default size and font for a field so they appear the same.

    51 votes

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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!

  12. Recognizing line form in PDF (when you have a questionary with simple rows in a table) and assigning field automatically (Ev2).

    1 vote

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  13. 7 votes

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  14. Send multiple documents via one API call.

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  15. 4 votes

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  16. Forwarding documents option for API.

    11 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  17. Option to edit uploaded PDF, convert to editable document/template

    254 votes

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  18. Integration with Close.io

    79 votes

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    Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, 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!

  19. ability to add items to dropdown field in bulk

    16 votes

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  20. The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

    3 votes

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