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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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6974 results found

  1. The option to search from Documents tab by status and tag simultaneously.

    20 votes

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  2. 20 votes

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  3. Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    58 votes

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  4. Make the optional items in pricing table required for the customer to choose.

    67 votes

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  5. 6 votes

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  6. Automatic creation of blank page when the text leaves the borders of the previous page (Ev2).

    3 votes

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  7. 4 votes

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  8. 2 votes

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    1. To set which from several identical field tags will be populated automatically;

    2. To set date field tag with the date of the opening the document by the client automatically.

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  9. Be able to paste images into editor instead of uploading using an image block

    37 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. 38 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!

  11. Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.

    5 votes

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  12. 2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  13. 12 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  14. 23 votes

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  15. if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc

    11 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  16. Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    12 votes

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  17. Save and Doesn't save buttons for templates and documents.

    26 votes

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  18. Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    16 votes

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  19. change orientation for uploaded template

    12 votes

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