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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6103 results found

  1. 2 votes

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  2. Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

    2 votes

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  3. 2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  4. 2 votes

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  5. 2 votes

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  6. Button accept before signing the document from the clients' side.

    2 votes

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  7. 2 votes

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  8. api revision number token for document changes

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  9. 2 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  10. 2 votes

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  11. Currently, custom Field IDs for fields added to Content Library documents automatically include a number starting with "1" after the Field ID name. A specific Field ID has been entered for a Fillable Field that would be the same in various documents in the Content Library. Adding various forms with these fields into a template do not link because a number is being added to the Field ID name. Users have to manually check each field and delete the number from the Field ID so that it can automatically link to each other throughout the document. For long documents, this…

    1 vote

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  12. Ability to export a CSV list of documents that are waiting for payment with due date and status

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. Allow bullets to be indented

    1 vote

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  14. Can you please add a function that allows users to center objects on the page or always have the center alignment line populate?

    When working on a page with multiple content boxes it is nearly impossible to drag a new object (text box) to the actual center of a page due to PandaDoc using grid-based relative layout where it prioritizes alignment to different boxes rather than the actual center of the page. The center line should always populate to ease the process for users manually adjusting documents. Even if there was a button to center the object, like you center…

    1 vote

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  15. Feature Request:
    Add the ability to save and reuse individual standard fields (such as Name and Job Title) as standalone items that can be quickly inserted into any document, especially when working with different uploaded PDFs.

    Problem It Solves:
    Currently, when users work with different PDFs each time, they must manually recreate common fields like “Name” and “Job Title” for every new document. There’s no way to save these standard fields as reusable items outside of templates or content library blocks.

    How It Should Work:
    Users should be able to save individual fields (e.g., “Name” text field, “Job Title” text…

    1 vote

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  16. Pre-Selected you can define Single Item, All Item, or Multi Item.

    For Dynamic, it only allows Multi-item. So even if the user should only be choosing one of the products that matches the criteria, he CAN choose 2 or 3 items, which can ruin the configuration.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  17. I would like the ability to add images to the proposal in the Catalog fields. For instance, if a client wants a model for an upcoming event with a 1920s theme, I would like to add an image of the model in a 1920s dress to the proposal without altering the actual catalog entry.

    1 vote

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  18. When i share a user with a folder, it should automatically propogate that change to all the child folders. I need to share a folder with our lawyers and it doesn't seem there is any way to do this. This seems like a very basic behavior?

    1 vote

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  19. Please provide an AI-generated summary of the contact highlight terms, billing contact, and billing information. The start date should be sent automatically to set email address for internal uses only.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. Adding an Atlantic Time Zone for users in Eastern Canada and Puerto Rico.

    1 vote

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