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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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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7095 results found

  1. Drop-down field with the possibility of selecting several options.

    19 votes

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  2. The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    19 votes

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  3. 18 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  4. This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).

    18 votes

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  5. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    18 votes

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  6. The ability to export documents as CSV file not a zip file and the PDF version.

    18 votes

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  7. Automations based on Forms

    18 votes

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    2 comments  ·  Forms  ·  Admin →
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    • Will allow the sender to add custom variable on the Pricing table
    18 votes

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  8. Set expiration date when uploading the document

    18 votes

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  9. Ability to edit spacing in quote builder (Design)

    18 votes

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  10. Will allow the user to set conditional logic for Qoute builder

    18 votes

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  11. The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    18 votes

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  12. 18 votes

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  13. Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document

    18 votes

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  14. Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table

    18 votes

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  15. Option for column totals in the pricing table

    18 votes

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  16. Should be possible to use ticket object to create docs from Hubspot

    18 votes

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  17. Needs conditional routing, conditional approvals (More advanced than what we have)

    When content within a document is edited to remove or edit clauses from the template send for approval to specific group.

    18 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. Give option to export list of all Documents status.

    18 votes

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  19. Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    18 votes

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    Idea  ·  1 comment  ·  Automations  ·  Admin →
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