Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 35 votes

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  2. to be able to send the document even with unassigned fields.

    35 votes

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  3. 35 votes

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    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • shared settings for all the workspaces to better manage the account
    34 votes

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  4. Introduce more page sizes to the document editor:
    * American legal size paper - 8.5 x 14 inches
    * Tabloid size paper - 11 x 17 inches

    State your format in the comments!

    34 votes

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  5. Needs to insert image in the text block in Editor 2.0.

    34 votes

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  6. 32 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  7. Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    32 votes

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  8. Automatically download the attachments when opening the files added to collect files field

    30 votes

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  9. 30 votes

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  10. The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    30 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  11. Ability to create new status tiles for document management.

    30 votes

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  12. The option to set a custom font for page numbering in PDF (if you set PDF numbering in Design >> Theme).

    30 votes

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  13. Pull updated pricing table details from Salesforce to PandaDoc.

    30 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Admin →

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  14. Ability to elect to recieve all activity notifications for a document, even if you are not the sender or CC'd on the document.

    30 votes

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  15. Ability to disable footer contents

    29 votes

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  16. upload csv/excel as an editable content

    29 votes

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  17. For longer applications in PandaDoc it would be a better user experience if you could turn on tabbing to both required and optional fields.

    Be able to tab through ALL fields not just required fields.

    29 votes

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  18. 29 votes

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    Idea  ·  4 comments  ·  API & Integrations  ·  Admin →

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  19. When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc

    29 votes

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