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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Let the customer select optional items in pricing tables without assigning a field

    I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    27 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. Stripe + Plaid

    Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    27 votes

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    Idea  ·  10 comments  ·  Integrations  ·  Admin →
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  3. Allow Bulk Send to send multiple documents to the same email

    I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    26 votes

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    3 comments  ·  Other  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. hide the discount column automatically if the discount is 0%

    hide the discount column automatically if the discount is 0%

    26 votes

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    4 comments  ·  Automations  ·  Admin →
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  5. Multiple Custom Fonts

    Ability to add more than one custom font to a theme. Right now you can only add one, and sometimes need to add different styles of the same font, or different purchased fonts to one doc.

    26 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  6. Edit items in dropdown field (option to edit the text in the dropdown item)

    26 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Bulk Send from CRM

    Ability to Bulk Send from CRM

    26 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  8. Save and Doesn't save buttons for templates and documents

    Save and Doesn't save buttons for templates and documents.

    26 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  9. Company Stamp Function

    Ability to add a "Stamp" to your signature/profile and be reused across documents.

    26 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Pull product data from Freshsales to pricing tables

    26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  11. Support for national eID schemes

    Enable signing with My ID, My Bank ID or My Swedish ID. These are all examples of national eID or digital identity solutions widely used in Nordic countries.

    25 votes

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    Idea  ·  2 comments  ·  Esign & Notary  ·  Admin →
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  12. Customize pricing table header

    Be able to add an additional header to a pricing table similar to a section title. Right now, the top header is the columns for the products and it can't be adjusted.

    25 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  13. Variables in title with Forms

    Ability to use variables in title with forms,

    25 votes

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    4 comments  ·  Forms  ·  Admin →
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  14. Mass Update Fields - Required/Optional and Font Size

    Apply field properties to all selected fields including:

    • required/optional
    • font size

    Align all selected fields (left, middle right).

    25 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.

    It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    25 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  16. Gridlines / Ruler

    Would love a gridline or ruler option to overlay on page to help with lining up text & images

    25 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  17. Place a page break inside a text block

    Allow a user to customize or cut a whole text block on desired segments.

    25 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Replace unfilled variables with blanks when creating docs via Zapier

    If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    25 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Lock completed documents

    Have an option where once document is completed, it is locked and cannot be opened.

    25 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  20. Inline comments in templates

    25 votes

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    Idea  ·  2 comments  ·  Templates & Libraries  ·  Admin →
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