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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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45 results found

  1. 4 votes

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  2. Ability to re-order product order in bundles (like exists at the Quote builder level). Needed to do Saas style pricing tiers.

    3 votes

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    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

  3. I was looking to be able to select from a list and didn’t realize you had to start typing in the address. Unfortunately, I don’t remember everyone’s email address. I would prefer there to be a box of all names set up as contacts and let me scroll thru it.

    3 votes

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  4. Currently custom formatting is overriding the theme settings and there is no way to remove it

    3 votes

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  5. The ability to hide the vertical and horizontal line for each table individually in the Editor 2.0.

    3 votes

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  6. Inline fields to be utilized inside a table block

    2 votes

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  7. Ability to filter documents per signer company name

    2 votes

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  8. It would be a useful addition to be able to scan a document via the mobile app to upload to PandaDoc natively.

    2 votes

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  9. 2 votes

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  10. Ability to move document pages.

    • Will allow the user to move pages inside the document.
    • This feature will allow them to place a specific pages on there prefered location.
    2 votes

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  11. 2 votes

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  12. 2 votes

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  13. table of contents for the pages/sections. similar to proposify and better proposals

    2 votes

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  14. 2 votes

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  15. Recognizing line form in PDF (when you have a questionary with simple rows in a table) and assigning field automatically.

    2 votes

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  16. 2 votes

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  17. In the classic editor, recently used hex color codes were saved as persistent swatches within a document, allowing users to quickly reuse custom colors when editing individual table cells without having to retype the hex code each time. Since the rollout of the new editor experience, this behavior no longer persists. Users who apply custom hex colors to individual cells are required to manually retype the hex code every time, significantly disrupting their editing workflow. Please consider restoring this color swatch persistence in the new editor.

    1 vote

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  18. 1 vote

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    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.

  19. Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account

    https://pandadoc.zendesk.com/agent/tickets/519352

    1 vote

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    Released  ·  Christopher Ragland responded

    Hello, 

    Thank you for your feature request submitted to PandaDoc. We’re glad to let you know that the feature is available within the system. Please see this link for more information.

  20. Option to require that a signer draw their signature, rather than being able to choose a pre-made signature.

    1 vote

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    Released  ·  Lindsey Schocke responded

    Hi! You can allow only drawn signature type under Settings > Workspace. You can visit the Help Center article here for more details.

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