Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995

    47 votes

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  2. 47 votes

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  3. Set client's default email subject (instead of X has sent you the document).

    47 votes

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  4. Customize the Forms pop-up message that is visible when accessing a form from a website.

    46 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →

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  5. Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    Ability to enable a limitation that won't allow creating pages longer than they'll be displayed within the PDF version of the same document.

    46 votes

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  6. 46 votes

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  7. 45 votes

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  8. 45 votes

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  9. Integration similar to Salesforce but for Salesforce CPQ

    43 votes

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  10. 42 votes

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    Idea  ·  3 comments  ·  API & Integrations  ·  Admin →

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  11. 41 votes

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    Idea  ·  15 comments  ·  API & Integrations  ·  Admin →

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  12. The ability to have custom fonts outside of Google fonts in EV2.

    41 votes

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  13. Use tab to jump to the next field to fill and assign field

    41 votes

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  14. 40 votes

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  15. 39 votes

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    Idea  ·  2 comments  ·  Localization  ·  Admin →

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  16. The option to draw lines and shapes (like in Word).

    39 votes

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  17. 39 votes

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    Idea  ·  5 comments  ·  Other  ·  Admin →

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  18. Like in professional emails

    37 votes

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  19. 36 votes

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    • set approvers for groups of users within PandaDoc
    • user-related not template related
    36 votes

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    Idea  ·  10 comments  ·  Workflow  ·  Admin →

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