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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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7063 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. 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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  10. 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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  11. "Refresh" button for the documents' statuses within PandaDoc inbox.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. 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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  13. option to remove signature in settings

    2 votes

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  14. 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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  15. 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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  16. Please add a feature where we can split a table of contents into multiple columns on a page.

    2 votes

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  17. 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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  18. 2 votes

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  19. Distribute products into Quote builder sections when pulling products from a CRM

    2 votes

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  20. Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.

    2 votes

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