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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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3805 results found

  1. Allow Search cross workspaces for documents

    26 votes

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  2. 26 votes

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    Idea  ·  8 comments  ·  Other  ·  Admin →
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  3. Save and Doesn't save buttons for templates and documents.

    26 votes

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  4. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    26 votes

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  5. 26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  6. Highlight the changes made to a document/template in the version history

    25 votes

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  7. Customer would like to be able to change the approval workflow after sending without editing the document first.

    25 votes

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    3 comments  ·  Approvals  ·  Admin →
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  8. 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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  9. Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    25 votes

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  10. Looking for PD and MS Dynamic to have a 2 way sync

    25 votes

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    Idea  ·  7 comments  ·  Integrations  ·  Admin →
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  11. when adding file the page header and footers are not applied. Do you have a solution for this?

    25 votes

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  12. Documents via link sharing should only be accessible to the intended recipient.

    25 votes

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  13. Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    24 votes

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  14. if an approver doesn't approve a document in a certain amount of time they get an email reminder

    24 votes

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    1 comment  ·  Approvals  ·  Admin →
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  15. Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!

    24 votes

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  16. I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
    It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
    I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.

    The use case includes: Transfer fields…

    24 votes

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  17. Ability to add multiple users to multiple Workspaces all at once

    24 votes

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  18. catalog sharing across workspaces

    24 votes

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  19. The ability to create or update templates and content library items that are accessible in one workspace.

    24 votes

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  20. Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    24 votes

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