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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. content library preview feature for ev2

    19 votes

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

    19 votes

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  3. 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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  4. Page numbering in PDF starts from the first page, not with the cover page

    19 votes

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  5. 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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    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!

  6. Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time

    18 votes

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  7. 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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  8. 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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  9. Will allow the user to set conditional logic for Qoute builder

    18 votes

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  10. 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!

  11. Have system identify recurring charges when mass importing items into Catalog. It would be great to have a way to specify the billing period of the product, such as: One time vs Recurring. And also define what billing period for recurring: Weekly, Monthly, or Annually.

    18 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://support.pandadoc.com/hc/en-us/articles/360007915153-Import-and-export-your-catalog-via-CSV

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

    18 votes

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  13. Import Contacts using CSV file directly to Pandadoc

    18 votes

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    3 comments  ·  Other  ·  Admin →
  14. 18 votes

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

    18 votes

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

    18 votes

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    2 comments  ·  Other  ·  Admin →
  17. Ability to change the file location inside the document without leaving the document.
    Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.

    18 votes

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  18. to change the decimals on the cell level

    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!

  19. Make the next button more clear when completing fields and signing the document

    18 votes

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