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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7634 results found

  1. Option to sort the documents by completed date and time.

    15 votes

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  2. How about adding round corners to the blocks.
    Like in the PowerPoint. It will look especially nice on the cover page with the block background.

    15 votes

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  3. Display uploaded files in the PDF ev1

    15 votes

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  4. 15 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  5. 15 votes

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  6. 15 votes

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  7. More options/ways to add videos. Embedding options

    15 votes

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  8. enable and manage approval workflow on document level instead of having to set this on the template level.

    14 votes

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    2 comments  ·  Approvals  ·  Admin →
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  9. It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder

    14 votes

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  10. Ability to customize formula in a pricing table.

    14 votes

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  11. I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.

    14 votes

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  12. 14 votes

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  13. Customers want rich text formatting from HubSpot fields to be preserved when syncing into PandaDoc. Currently formatting is flattened into plain text, requiring manual cleanup and reducing efficiency.

    14 votes

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  14. if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.

    The client wants to disable this feature.

    https://pandadoc.zendesk.com/agent/tickets/405263

    14 votes

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  15. attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    14 votes

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  16. Pull in info via tokens with Active Campaign integration

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.

    14 votes

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    1 comment  ·  API  ·  Admin →
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  18. Would like to be able to Replace Source File for one specific page of the document instead of the whole document.

    14 votes

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  19. Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.

    14 votes

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    1 comment  ·  Approvals  ·  Admin →
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  20. Ability to set an expiration date for the document for "today/by the end of the day".

    14 votes

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