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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7423 results found

  1. Change the order in which the fillable fields can be completed: from top to bottom, instead of left to right

    Instead of left to right, have the option for fields to be filled out from top to bottom.

    https://support.pandadoc.com/hc/en-us/community/posts/5403538441111-Fillable-Field-Order

    7 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  2. Setting specific renewal date manually

    It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  3. Redlining: ability to enable / disable suggestions for certain recipients only.

    Ability to enable suggestions for certain recipients only.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  4. bulk download templates/documents as a Docx

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  5. Option (button) to delete a role when assigning recipients to roles and creating a document

    delete role during the add recipients stage in creating a document

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  6. Stax

    Integration with Stax payment gateway

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Allow collaborator's to add/create documents to a "shared with me" folder

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  8. Version history - export/download templates / Ability to print changed versions within PandaDoc UI

    version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. checks with Quickbooks

    collect checks with Quickbooks

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Remove all required fields at once

    remove all required fields at once

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  11. Option to have a PandaDoc Lawyer to review the document before it was sent.

    Option to have a Lawyer to review the document before it was sent.

    7 votes

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    2 comments  ·  Security & Compliance  ·  Admin →
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  12. The ability to center / align all information in the pricing table (QTY, Price, etc).

    Right now, we can only center the text for text columns.

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Items preview in the Content library (change content library item list view)

    Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  14. Add Tax field to Zapier 'Create Document in PandaDoc' action

    The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.

    This means we can't include tax on our quotes.

    It includes all the other important fields, so it would be great if this one could be added.

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Add a middle name to personal information

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Apply design theme to table of contents as well. Table of contents formatting from custom design.

    Ability for headers/footers and Table of Contents adhere to the document Design Theme

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  17. Copy block from one document and paste into another document

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. multiple approvers in same approval group

    We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  19. Created by in salesforce should be the document creator

    when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Webhook Payload should include reason for Declined Document

    Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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