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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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2912 results found

  1. Ability to change the background color of the email received by the recipient

    9 votes

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  2. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    9 votes

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  3. Ability to add text blocks to any place on the "content" type page.

    9 votes

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  4. Customer would like to link the document to Quote record in SalesForce

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Ability for Variables in Document Title will be supported in automations

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. Customer would like the option to be able to assign or change payer after the document has been sent

    9 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.

    9 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. pass Pipedrive product image to PD pricing table similar to PD catalog

    9 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. To be able to use Smart Content with bulk send.

    9 votes

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  10. transfer content blocks to another document after document has been completed/signed

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    9 votes

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  12. designate a person as a collaborator on all new documents created or be added to a batch of documents all at once

    9 votes

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  13. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    9 votes

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  14. I would like to have variables for the subtotals of each section of a pricing table.

    9 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.

    9 votes

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  16. Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...

    9 votes

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    1 comment  ·  API  ·  Admin →
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  17. It would be great if you can implement the auto collection of tax (Inclusive or exclusive ) that would reflect in stripe invoice. Currently , we put tax break down in our document but when the payment is done, there is no tax breakdown in stripe invoice or payment details.

    9 votes

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  18. Currently, you can only manually adjust the size of images when they are in their own block; however, inserting an image within a table cell does not allow manual size adjustments, and this would be a useful feature.

    9 votes

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  19. We'd like the ability to customize the button text. For example "Submit Contract" or "Accept".

    9 votes

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  20. Ability to set document layout for all the uploaded documents.

    9 votes

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