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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6888 results found

  1. Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

    1 vote

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  2. 1 vote

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  3. Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

    5 votes

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  4. When you add a blank text block to a page and then click off of the page, it becomes completely invisible. Also, the block is narrow, so you have to do a lot of clicking around to find it, or you may add another one redundantly because you can't see it's there.

    1 vote

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  5. Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.

    1 vote

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  6. When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).

    1 vote

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  7. 1 vote

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  8. download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent

    5 votes

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  9. Customer would like to change the pop up payment notification box or customize the wording

    5 votes

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    0 comments  ·  Payments  ·  Admin →
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  10. 1 vote

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  11. Increase or decrease font size of text automatically to fit the text block as block size is adjusted.

    2 votes

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  12. combine pdfs in single file

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table.

    1 vote

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  14. Ability to populate variables with fields' values.

    6 votes

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  15. Customer would like to have the ability to pass data from a completed document field signed by their clients to Monday.com

    9 votes

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  16. Customer would like to rearrange the titles on the dashboard

    1 vote

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  17. The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.

    1 vote

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  18. Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
    For now, only regular products are updated in template.

    4 votes

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  19. Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.

    1 vote

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  20. Currently, the option to convert a document into a template is available, but I find this process to be less than optimal. While templates are undoubtedly useful for recurring use, there are instances when duplicating a document directly would be more efficient. The challenge I face is that, with the current system, I end up with numerous "templates" that were intended for one-time use, making it difficult to distinguish them from my official templates.

    Hence, I would like to suggest the implementation of a direct document duplication feature. This feature would allow users to effortlessly create a copy of any…

    1 vote

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