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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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3992 results found

  1. 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.

    83 votes

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  2. Have an option to create a private document where only the account owner/user can have an access to.
    Restrict/lock documents from other Admins View.

    82 votes

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  3. Allow for information put into fields to be exported as a CSV or Excel file.

    80 votes

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  4. when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    79 votes

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  5. There should be a feature that allow you to combine templates and documents

    75 votes

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  6. Be able to use ACH payments with Quickbooks payment gateway

    75 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →
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  7. I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.

    73 votes

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    Idea  ·  12 comments  ·  Workflow  ·  Admin →
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  8. Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template

    73 votes

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  9. Edit images in library (i.e. crop, rotate, color etc.)

    72 votes

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  10. 72 votes

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    Idea  ·  13 comments  ·  API & Integrations  ·  Admin →
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  11. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    72 votes

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

    70 votes

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  13. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    69 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  14. Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).

    69 votes

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  15. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    69 votes

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  16. fields stay in place and move with content of text blocks ev2

    68 votes

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  17. Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    68 votes

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  18. Ability to choose/turn off which email notifications the recipients/Signers will receive.

    67 votes

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  19. 67 votes

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  20. Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    67 votes

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