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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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6795 results found

  1. 18 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  2. Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
    The content locking feature doesn't help.

    18 votes

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  3. 18 votes

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  4. disabling all reminders at a time

    18 votes

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  5. Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    18 votes

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  6. At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    18 votes

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  7. ability to add items to dropdown field in bulk

    18 votes

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  8. Option to only highlight certain lines in a table, not the entire border.

    18 votes

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  9. The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    18 votes

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    • Add the ability to set different from black signature color.
    18 votes

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  10. The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

    18 votes

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  11. Customer would like the option to be able to copy templates to another workspace.

    17 votes

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  12. Add the ability to select multiple content blocks to move, delete, copy/paste them in one go

    17 votes

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  13. The ability to export documents as CSV file not a zip file and the PDF version.

    17 votes

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  14. 17 votes

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  15. Be able to download a completed document's specific pages, to share separately.

    17 votes

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  16. integrate with Pabbly Connect

    17 votes

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  17. Should be possible to use ticket object to create docs from Hubspot

    17 votes

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  18. Needs conditional routing, conditional approvals (More advanced than what we have)

    When content within a document is edited to remove or edit clauses from the template send for approval to specific group.

    17 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.

    17 votes

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