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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6884 results found

  1. Quote builder: ability to use fractional numbers within the QTY column.

    Ability to use fractional numbers within the QTY column in the quote builder

    4 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. Unhide cost column by default

    Unhide the cost column by default

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. add multipage Content library items to the existing page not as a new page in the doc (leaving blank space)

    Need to be able to add multipage CLIs to the existing page. Currently, multipage CLIs are added to the document, it adds them as a new page not to the existing page, leaving blank space.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Company Cam Integration

    The option to integrate PandaDoc with the app called Company Cam.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Quite builder: mark products as taxable/non-taxable

    For the quote builder, we do a fair amount of work where the labor is not taxable, but include products that are taxable. It would be fantastic if we could mark specific items in the quote as taxable or not taxable.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Custom Role - restrict usage of reminders

    Custom Role - restrict usage of reminders

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Implement AI to enhance document formatting

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Automatically remove unfilled variables before clicking the Send button

    Automatically remove unused variables

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Access Help Center with EU login

    At the moment, you have to create a US-based account to be able to log in to the Help Center

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Decline document button for UI more obvious for recipients

    Make decline document button more obvious in the UI

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  11. Folders appear on the Home page

    Folders appear on the Home page

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Custom page sizes

    Introduce more page sizes to the document editor:
    * Tabloid size paper - 11 x 17 inches
    * Custom sizes

    State your format in the comments!

    95 votes

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    15 comments  ·  Content Editing & Design  ·  Admin →
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  13. Saved Message - eForms

    Ability to use saved messages for eforms

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Transfer data from one form to another form automatically

    To be able to transfer data from one form ( Form1) to another form (Form2) automatically, for example:
    I want to send someone our "Intake Form" (lets call it Form 1). THEN I want to take the information from Form 1 and input it into a new form (Form 2). THEN I want to send that new form (Form 2) and send it to get signed by the client.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. API: option to setup autofill with signing date when creating documents via PDF

    Option to set autofill with signing date when creating documents via PDF

    2 votes

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    0 comments  ·  API  ·  Admin →
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  16. Download the body of the document email message

    Download the body of the document email message

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  17. PandaDoc notary in Brazil

    Notary in Brazil

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  18. Smart content: ability to add into the footer

    Smart content: ability to add into the footer

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  19. Add Comment on Rejected Changes in Redlining

    When rejecting changes in the redlining feature, users should have the option to add a comment explaining the reason for the rejection. These comments should be saved and easily accessible for future reference.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Advanced analytics for the Rooms.

    Advanced analytics for the Rooms.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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