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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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443 results found

  1. Ability to redline a document without leaving pandadoc.

    159 votes

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  2. Merge cells in a table.

    154 votes

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    Released  ·  4 comments  ·  Admin →
  3. Get the discount column in a pricing table to be shown in "%" and not in the actual amount.

    145 votes

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    Released  ·  10 comments  ·  Admin →
  4. When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.

    140 votes

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    Hi,
    We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:


  5. CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    128 votes

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  6. The ability to place a page break block inside of a pricing table. This way, long pricing tables can be split up on multiple pages without needing to create separate tables.

    123 votes

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  7. Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    122 votes

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  8. Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,

    122 votes

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  9. Insert images in pricing table in Editor 2.0.

    121 votes

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  10. Enable rule-based discounts in the pricing table. Each catalog item has a set of prices depending on the quantity.

    111 votes

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  11. Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.

    110 votes

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  12. Availability to edit a document after it was sent out and save the changes.

    107 votes

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    Hi there! 

    Thank you so much for reaching out and sharing your idea. There is already a way to reach the same result. What you would need to do is edit the document and then share via link to avoid re-sending emails. All original recipient links should still be available to all recipients if no one has signed the document. However, if someone has signed already, PandaDoc clears the signatures as it would be illegal to modify the content without resetting the signature. We hope this work around helps you!

  13. 106 votes

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  14. Auto-update templates/CLIs if the item is updated in Catalog

    103 votes

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    Hi there, thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We're excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.

    Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.

  15. Make unavailable the ability to download the pdf version of incomplete document for the recipient.

    101 votes

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  16. 96 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.

  17. Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    95 votes

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  18. 92 votes

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    The feature allowing to Copy Office Suite / Google Workspace / HTML tables into PandaDoc

    document is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/5303817783575-Copy-Office-Suite-Google-Workspace-HTML-tables-into-PandaDoc 


    Have a wonderful day!

  19. American legal size paper - 8.5 x 14 inches
    A3 page size

    92 votes

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    Hi there! Great news! We've launched new page sizes for US Legal and A3. Want to update the page size within your document? Follow the steps below:


    1. Open the document editor
    2. Click "...." in the top right corner of the page which size you want to change
    3. Choose "Page properties" in the dropdown
    4. In the right menu find "LAYOUT" section and click on it
    5. Choose "Page size"


    The page size changes only for the page you select, so if you would like to change the page sizes for all pages - the steps above should be repeated. If you upload a file, the page size will be detected automatically. 

  20. In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents

    91 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.

    Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.

    This automation is available for Business and Enterprise plans.

    Learn how to setup this automation here.

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