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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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  1. 19 votes

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    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  2. 19 votes

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  3. Ability to mass export variables list from the document or the template.

    19 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

    19 votes

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    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  5. PandaDoc integration with Lever (HR Recruiting software/CRM)

    19 votes

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    Hi!

    We wanted to reach out to clarify a recent update — the "Released" status on this idea was added by mistake, and we apologize for any confusion this may have caused.

    Lever integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

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

    19 votes

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  7. Option to only highlight certain lines in a table, not the entire border.

    19 votes

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  8. 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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  9. Page numbering in PDF starts from the first page, not with the cover page

    19 votes

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  10. Would like to enlarge the signature field to easily draw signatures when sending document to clients.

    18 votes

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    • Will allow the sender to add custom variable on the Pricing table
    18 votes

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  11. Set expiration date when uploading the document

    18 votes

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  12. Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.

    18 votes

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  13. Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    18 votes

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

    18 votes

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  15. Conditional logic for variables: if the value of variable is "X", show the "Y" Variable

    18 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!

  16. Drag radio buttons from one page to another (for options that are one page long each)

    18 votes

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  17. 18 votes

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  18. Be able to download a completed document's specific pages, to share separately.

    18 votes

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  19. The functionality to restore contacts that have been deleted and undo a contact import.

    18 votes

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    2 comments  ·  Other  ·  Admin →
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