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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7633 results found

  1. 2 votes

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  2. Ability to adjust were the optional checkbox falls in a pricing table

    2 votes

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  3. 2 votes

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  4. 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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  5. 2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  6. Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.

    2 votes

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  7. 2 votes

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  8. 2 votes

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

    2 votes

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  10. 2 votes

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  11. api revision number token for document changes

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  12. 2 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  13. 2 votes

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  14. 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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  15. 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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  16. 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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  17. 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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  18. Adding an Atlantic Time Zone for users in Eastern Canada and Puerto Rico.

    1 vote

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  19. Currently, when bundling multiple templates together (e.g., MSA + addendum), any approval workflows configured at the individual template level are automatically disabled and cannot be enabled on the bundled document. The system indicates that approvals need to be turned on at the template level, but this doesn’t work for bundled documents even when approvals are enabled on the original templates.

    Requested Feature: Allow approval workflows to carry over from the original templates when bundling, or enable the ability to configure approval workflows directly on bundled templates without having to recreate them from scratch.

    Problem it Solves: This creates inefficiency and…

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  20. Feature Description: "Copy to Folder" Selector
    Currently, when a user duplicates a template or document, the system automatically places the copy in the root (main) directory. This requires the user to leave their current view, locate the copy, and manually move it to the intended sub-folder.

    The Destination Picker eliminates these redundant steps by introducing a pop-up modal at the moment of duplication. This allows the user to specify exactly where the new file should live before it is even created.

    1 vote

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