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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. To clarify -- the color of the text is the same as the line under the text when the text is underlined. Could we add functionality to change the color of the underlined line? Also, the ability to add more space between the text and the line.

    1 vote

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  2. For example, the description text comes in grey automatically -- and the client would like the color to be black automatically instead of having to change it in each document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. For example, if there are multiple roles (3+), a disclaimer may help deter confusion for recipients.

    1 vote

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  4. 1 vote

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  5. Extend metadata received from Salesforce when creating a document (for now only object id is pulling through - would be cool to have some related records as well for example if there's account/contact related to opportunity).

    1 vote

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  6. There seems to be a lot of input lag lately on here. I will begin typing into boxes on a document at a moderate pace only to see that half of what I typed was actually registered by the system. Then I have to go back and type one letter at a time until it shows up. It significantly slows down the process of completing documentation.

    While user internet speed and processing speed play a part, I have used PandaDoc on a few different devices using different WiFi/Ethernet connections and have experienced the same lag.

    Thanks

    1 vote

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  7. Very recently, PandaDoc changed for the desktop version, so that the left navigation menu collapses automatically when you are not active with the mouse in that window. I really despise this change, but there is no option to do anything else.

    1 vote

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  8. Option to edit a document that will take effect on all sent documents.

    • will allow the user to edit specific document that will also take effect on same sent docuiments
    1 vote

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  9. Being able to upload the source doc and define the fields via page number and x,y coordinate values would be useful.

    1 vote

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  10. Can we remove the limitation or increase the amount of characters available for headings in the Tables of contents?

    1 vote

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  11. Keep comments after moving a document from sent to draft status.

    1 vote

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  12. 1 vote

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    0 comments  ·  API  ·  Admin →
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  13. An integration with the creative app Milanote, allowing for documents to be shared into the Milanote app such that they're dynamic (ie. when you click on the document it takes you through to PandaDoc).

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. "My Signature" tab should be available in the Free eSign plan where the uploaded signature in the Personal info settings appears under this tab to automatically input the signature in the document.
    From: info@steuern-schuster.de

    1 vote

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  20. This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.

    1 vote

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