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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. 1 vote

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  4. ability to see the line subtotal for 1 product (if there are more in 1 in qty column)

    1 vote

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  5. WOULD LIKE A LOCAL DOWNLOAD WITHOUT PDF - FOR SALES PRESENTATIONS and click on video - does not want to rely on internet. prefers to have rolling pages vs pagebreaks for a smoother experience. (Analog audience)

    1 vote

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  6. would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section

    1 vote

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  7. I would like to enforce Google login for my company's users. Please provide settings where I can specify my company's email domain and specify that local passwords not be permitted for users with this email domain.

    This is a simpler configuration option than setting up Google as a SAML IdP.

    1 vote

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  8. keep library items in new document with transfer data to feature. currently, content added from the library doesnt transfer over

    1 vote

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  9. They use Publisher to design documents in a magazine style. Having this feature would simplify their workflow by building and sending within Pandadoc.

    1 vote

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  10. 1 vote

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  11. You should add a "clear local storage and try again" button to the error message when a file fails to convert.


    I've run into multiple problems uploading files that I want to become editable.

    Each time, a support agent was able to upload the file for me, but I was not.

    Each time, they asked me to clear my cache and try again (which also did not work).

    Clearly there's something wonky with the state my machine gets into, and I'll bet I'm not alone.

    If you add a button that does this, then you alleviate your support system if…

    1 vote

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  12. Let's say you have 5 optional items in the pricing table, A,B,C,D,E. Items B and D are ticked before the document is sent. Client ticks, let's say, option D, after they receive the document. When you edit a document via the "Edit document" button in "Actions" to update and resend ithe document later you have only items B and D checked

    1 vote

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  13. It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report

    1 vote

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  14. Ability to hide PandaDoc module in Copper

    1 vote

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  15. It would be nice to have a printdriver feature that allowed us to print from our tax software or adobe directly to PandaDoc and not have to print to adobe them upload the document to PandaDoc.

    1 vote

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  16. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. allowing a PandaDoc document (after submission and receipt) to be edited to add extra Line Items from HubSpot … instead of having to generat

    1 vote

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  18. 1 vote

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  19. portfolio templates with large sections and interesting layouts for photos of work done in construction, floorplans., renderings, 3d models

    1 vote

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  20. to be able to automatically assign a designated email to a role based on specific rules

    1 vote

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