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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3833 results found

  1. Auto number pricing table line items

    Add line number to pricing table and auto increment each line to allow for a reference point in the table.

    27 votes

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    Idea  ·  6 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Stripe + Plaid

    Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    27 votes

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    Idea  ·  10 comments  ·  Integrations  ·  Admin →
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  3. Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.

    It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    26 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  4. hide the discount column automatically if the discount is 0%

    hide the discount column automatically if the discount is 0%

    26 votes

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    4 comments  ·  Automations  ·  Admin →
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  5. Multiple Custom Fonts

    Ability to add more than one custom font to a theme. Right now you can only add one, and sometimes need to add different styles of the same font, or different purchased fonts to one doc.

    26 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  6. Gridlines / Ruler

    Would love a gridline or ruler option to overlay on page to help with lining up text & images

    26 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  7. Edit font size of signature field [Workaround in comments]

    SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!

    26 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Edit items in dropdown field (option to edit the text in the dropdown item)

    26 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Bulk Send from CRM

    Ability to Bulk Send from CRM

    26 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  10. Save and Doesn't save buttons for templates and documents

    Save and Doesn't save buttons for templates and documents.

    26 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  11. Company Stamp Function

    Ability to add a "Stamp" to your signature/profile and be reused across documents.

    26 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Pull product data from Freshsales to pricing tables

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  13. merge workspaces within one account

    merge workspaces within one account
    https://pandadoc.zendesk.com/agent/tickets/388823

    25 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Smart content for forms

    25 votes

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    3 comments  ·  Forms  ·  Admin →
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  15. Transfer the ownership of the template

    To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them

    25 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  16. Basic Standard/Default Fillable fields: Name, Address, Phone, etc.

    Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    25 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Place a page break inside a text block

    Allow a user to customize or cut a whole text block on desired segments.

    25 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Replace unfilled variables with blanks when creating docs via Zapier

    If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    25 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Search cross workspaces for documents

    Allow Search cross workspaces for documents

    25 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  20. Inline comments in templates

    25 votes

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    Idea  ·  2 comments  ·  Templates & Libraries  ·  Admin →
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