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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7245 results found

  1. Auto-update all documents and templates when a default theme in a workspace is changed.

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  2. Upload variables automatically from .docx file like with the PDF

    For example -- the field tags recognition and auto-place PDF fields.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Sign a document with API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  4. Update document currency via variable

    Option to update document currency via variable

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Open multiple workspaces all at once in different tabs

    Allow for multiple workspaces to be open at once (on different tabs)

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  6. The ability to conflicting themes to keep formatting.

    For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objec

    Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objects are populated with.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. Do not split content for 2 pages in PDF if you have 1 page in PandaDoc doc

    Content on one webpage is one page in the PDF file, it is not splitting for two or more pages

    https://pandadoc.zendesk.com/agent/tickets/369729

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Word Cross-Reference Support

    Would like cross-references in Word to not give errors when used in uploaded documents.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Ability to create forms via API.

    Ability to create forms via API.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  11. The ability to restore deleted inline comments

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Conditional Status Change

    Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Report for viewed documents

    a way to download all the emails for the people that only viewed my template

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Restore Catalog Folders

    The ability to restore catalog folders that have been deleted.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. active hyperlinks in the uploaded pdfs

    active hyperlinks in the uploaded pdfs

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. sign in just with Google only

    sign in just with Google only

    3 votes

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    In Development  ·  0 comments  ·  Integrations  ·  Admin →
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  17. ability to edit margin

    ability to edit margin

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Editing options via Mobile app: editing panel (to pick up colour, font style) etc in mobile

    mobile app add more options to edit doc:
    there is no editing panel (to pick up colour, font style) etc in mobile

    3 votes

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    1 comment  ·  Mobile  ·  Admin →
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  19. download seperate page of the document/template as pdf

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Signature line orientation

    Place a signature to align appropriately on a page with a vertical (as opposed to a more standard horizontal) orientation.

    3 votes

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