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Ideas to Improve PandaDoc

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  • 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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6788 results found

  1. Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    12 votes

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  2. 12 votes

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  3. Would like to have an AND operator when using conditional content to populate content library items in a template.

    12 votes

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  4. Add a smart content block next to another block, or to a table

    12 votes

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  5. Converting a form to a document

    • will allow the user to convert a form to document.
    12 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    12 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. PandaDoc cannot be used with documents that contain Hebrew via the API.

    Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.

    Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
    Additionally, sometime PandaDoc adds an extra space before/after the field name.

    This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…

    12 votes

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    0 comments  ·  API  ·  Admin →
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  8. have a PandaDoc documents status show in Monday.com for a particular row based on an email address

    12 votes

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  9. Option to have a collaborator in forms

    12 votes

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  10. ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document

    12 votes

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  11. Would like the ability to move image library from one workspace to another easily.
    They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.

    12 votes

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  12. 12 votes

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  13. When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.

    12 votes

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  14. Ability to set up custom Line spacing for entire text within the document.

    12 votes

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  15. 12 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. Australian server/host location

    12 votes

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  17. It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.

    12 votes

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  18. Some federal agencies require a cloud provider to meet a certain criteria before they can work with a vendor. This authorization process is outlined here: https://www.fedramp.gov/

    12 votes

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  19. Attachments should be supported when viewing or signing on mobile app.

    12 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  20. Podio CRM integration

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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