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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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7470 results found

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

    28 votes

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  2. 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

    28 votes

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  3. Apply field properties to all selected fields including:

    • required/optional
    • font size

    Align all selected fields (left, middle right).

    27 votes

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  4. 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.

    27 votes

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  5. Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."

    Thank you!

    27 votes

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  6. 27 votes

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    3 comments  ·  Forms  ·  Admin →
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  7. Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    27 votes

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

    27 votes

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  9. Being able to place a fillable field in line with text in a paragraph or table could vastly improve the contiguity of design within a block of text.

    27 votes

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  10. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    27 votes

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  11. User would like to have the certificate of signature in specific language with local time

    27 votes

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    Idea  ·  6 comments  ·  Localization  ·  Admin →
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  12. 27 votes

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  13. 27 votes

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  14. How I can manage our catalog in 2 languages?
    I need use Spanish / English for our proposals. But if my product has a SKU and I sell it in several countries, the SKU is the same, not by changing the language does the product change

    27 votes

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  15. 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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  16. 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.

    26 votes

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  17. Add the ability to select multiple content blocks to move, delete, copy/paste them in one go

    26 votes

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  18. Currently, when you upload a PDF with form fields, the fields will be added to the PDF document but, will be set as not required.

    Would like to have the ability to choose whether these are default added as required or not required.

    26 votes

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  19. 26 votes

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  20. 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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