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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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7097 results found

  1. change orientation for uploaded template

    13 votes

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  2. 13 votes

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  3. 13 votes

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  4. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    12 votes

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    2 comments  ·  Other  ·  Admin →
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  5. enable and manage approval workflow on document level instead of having to set this on the template level.

    12 votes

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    2 comments  ·  Approvals  ·  Admin →
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  6. Being able to bundle documents on the mobile app so users can work out of PandaDoc on an iPad and still be able to bundle if their workflow happens outside of the office (remotely working, etc).

    12 votes

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    0 comments  ·  Mobile  ·  Admin →
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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!

  7. It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
    Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.

    • specifically to select fields...not all fields.
    12 votes

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  8. conditional rule for text field

    12 votes

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    1 comment  ·  Other  ·  Admin →
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  9. 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.

    12 votes

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  10. I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.

    12 votes

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  11. Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel

    12 votes

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  12. Integration with ChargeBee

    12 votes

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  13. 12 votes

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  14. Have the option to change the document status manually from the Dashboard / Home.

    12 votes

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  15. adding tags to multiple documents

    12 votes

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  16. 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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  17. 12 votes

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  18. Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.

    12 votes

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  19. 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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  20. 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.

    12 votes

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