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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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4049 results found

  1. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    26 votes

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  2. User would like to have the certificate of signature in specific language with local time

    26 votes

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    Idea  ·  5 comments  ·  Localization  ·  Admin →
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  3. 26 votes

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  4. 26 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  5. download the finished document along with the comments

    26 votes

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  6. Ability to add a "Stamp" to your signature/profile and be reused across documents.

    26 votes

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  7. Working TOC in PDF files (after downloading).

    26 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  9. 26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  10. To have the radio button field to have multiple optional item like the pricing table sections.

    25 votes

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  11. Allow a user to customize or cut a whole text block on desired segments.

    25 votes

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  12. Have an option where once document is completed, it is locked and cannot be opened.

    25 votes

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  13. Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).

    It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.

    25 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  14. move the other placeholders when text fields expand when the multi-line is enabled

    25 votes

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  15. Track Changes (inline commenting, tracks who made changes and past versions)

    25 votes

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  16. Ability to Bulk Send from CRM

    25 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  17. 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”?

    25 votes

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  18. 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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  19. If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    24 votes

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  20. Be able to collect card details and store it in the app.

    24 votes

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