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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6876 results found

  1. Ability to pull a list of merge fields.

    2 votes

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  2. Ability to enable suggestions by default

    2 votes

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  3. Change Passcode to 4 digits instead of 6

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. To be able to upload and convert multiple documents into a template instead of doing it one by one.

    2 votes

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  5. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. Ability access other workspaces for document and template creation via the API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  7. Ability not to select or tie email address to recipient

    2 votes

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  8. make PandaDoc automatically recognize similar templates/documents

    2 votes

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  9. Right now only catalog items have images in pricing tables, but when I make a custom unique proposal I want the ability to add a photo to each line item from the document. Instead of saying "Image from catalog will appear here," make a button to add a photo.

    2 votes

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  10. It would be useful to be able to manually set the size of a text block or table on a template so that when variables pull in text, the size of the text block or table cell doesn't vary between documents.

    2 votes

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  11. Would like the ability to set a table in a document to only have % as an option for the discount section. Or have it as a setting workspace/template wide.

    2 votes

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  12. "Refresh" button for the documents' statuses within PandaDoc inbox.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Currently there is no option on the pricing table for clients to contact us once they reach 5,000+ items - a price has to be entered.

    When a client wants 5,000+ items, we want them to call us so we can customize for them.

    Create an option for the client to be able to contact us

    2 votes

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  14. option to remove signature in settings

    2 votes

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  15. Ability to update preexisting date field format - when updating it in settings, it changes fields already existing in documents.

    2 votes

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  16. Be able to find documents that once belonged to a user that has been removed from the Workspace. This would make is easy to find and transfer ownership of documents that no longer have an owner.

    2 votes

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  17. Please add a feature where we can split a table of contents into multiple columns on a page.

    2 votes

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  18. A feature to make it easier to migrate templates from Proposify to PandaDoc, to make it easier for customers to switch.

    2 votes

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  19. 2 votes

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  20. It would be useful to have the option to properly align checkboxes and other fillable fields within tables, so that for instances where you add information to the table, it doesn't misalign multiple checkboxes within a document or template.

    Currently if you manually align multiple checkboxes on top of a table and then, for example, add text to a table cell next to it which creates another line, it will misalign all of the checkboxes on the document. It would be helpful if instead of placing these checkboxes "above" the table, at least have the option to add it within…

    2 votes

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