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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6974 results found

  1. export document data on waiting for signatures into excel

    11 votes

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  2. The integration still doesn’t show the Amex logo

    11 votes

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  3. 11 votes

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  4. 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

    11 votes

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  5. enable/disable notifications setting via PandaDoc Mobile App

    11 votes

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    1 comment  ·  Mobile  ·  Admin →
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  6. show cost and profit margin per line item even when the document is sent/completed

    11 votes

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  7. Ability to restrict access to certain templates with password.

    11 votes

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  8. Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.

    11 votes

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  9. example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    11 votes

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  10. Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.

    11 votes

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  12. 11 votes

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  13. Custom QR code to our documents for recipients to use.

    11 votes

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  14. Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    11 votes

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  15. Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    11 votes

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  16. 11 votes

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  17. Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  18. 11 votes

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  19. Wants to use the A4 layout feature for all documents. Currently has to edit each one manually. There are two countries in the world using US format (US + Canada) - everyone else uses A4. Thank you!

    11 votes

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  20. PDF Download doesn't look the same as the user view. Page breaks, font size, color bleed aren't holding true.

    11 votes

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