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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6695 results found

  1. Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).

    7 votes

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  2. 5 votes

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  3. A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Possibility to change sequence number after the document has been sent.

    5 votes

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  5. 6 votes

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  6. Working TOC in PDF files (after downloading).

    25 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Automatically put the value from one pricing table in another pricing table

    20 votes

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  8. 55 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!

  9. 4 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  10. Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    18 votes

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  11. Find and Replace All feature in a document or a template

    179 votes

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  12. 7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. Option to use Payment block without configured gateways.

    5 votes

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  14. Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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  15. 2 votes

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  16. 2 votes

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  17. When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    14 votes

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  18. Be able to change the status of multiple documents at once.

    43 votes

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  19. 6 votes

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  20. 4 votes

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