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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7252 results found

  1. Need to be able to add multipage CLIs to the existing page. Currently, multipage CLIs are added to the document, it adds them as a new page not to the existing page, leaving blank space.

    2 votes

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  2. The option to integrate PandaDoc with the app called Company Cam.

    2 votes

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  3. 2 votes

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  4. Ability to use saved messages for eforms

    2 votes

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  5. To be able to transfer data from one form ( Form1) to another form (Form2) automatically, for example:
    I want to send someone our "Intake Form" (lets call it Form 1). THEN I want to take the information from Form 1 and input it into a new form (Form 2). THEN I want to send that new form (Form 2) and send it to get signed by the client.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. Option to set autofill with signing date when creating documents via PDF

    2 votes

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    0 comments  ·  API  ·  Admin →
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  7. Download the body of the document email message

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. 2 votes

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    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!

  9. When rejecting changes in the redlining feature, users should have the option to add a comment explaining the reason for the rejection. These comments should be saved and easily accessible for future reference.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. 2 votes

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  11. Allow the recipient to change the name and pricing of products

    2 votes

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  12. I am wondering if there is a way to make it so the quotes in a document are smart quotes (the kind that curve towards the text) instead of the straight quotes? I want to change straight/dumb quotes to smart/curly quotes in documents.

    2 votes

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  13. Updating values in the pricing table without the need to click outside the table to save the values. Currently, if not to click and send the document right away, the value in the pricing table cell will not be saved.

    2 votes

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  14. Option for recipient to change the document title

    2 votes

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  15. PandaDoc as a Learning Management System

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. RazorPay Payment Gateway

    2 votes

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  17. Customer would like to have an option to delete all info on the fields all at once.

    2 votes

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  18. Linked product groups within the pricing table.

    2 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Product Bundles


    You can reach to our support team, your associated CSM or AM for more details about PandaDoc CPQ and Product Bundles.

  19. I want to use the payments but manually select when they were received for customers that wire transfer payment, or pay with check. We sell large machinery (100k and above) so credit card payments are useless for us

    2 votes

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  20. Option to export payment history

    2 votes

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