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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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7337 results found

  1. Option to generate a signature certificate for the documents completed manually

    13 votes

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  2. Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

    13 votes

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  3. The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.

    13 votes

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  4. report of all the signed documents using specific IP addresses

    13 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  5. New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    13 votes

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  6. Option to sort the documents by completed date and time.

    13 votes

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  7. In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. How about adding round corners to the blocks.
    Like in the PowerPoint. It will look especially nice on the cover page with the block background.

    13 votes

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  9. When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)

    13 votes

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  10. Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).

    13 votes

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  11. change orientation for uploaded template

    13 votes

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  12. 13 votes

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  13. 13 votes

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  14. Ability to Integrate Rooms with Salesforce

    12 votes

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    0 comments  ·  Rooms  ·  Admin →
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  15. The ability to create a custom Report using Fillable Field and/or Variable information.

    12 votes

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  16. 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!

  17. It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder

    12 votes

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  18. Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.

    12 votes

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  19. 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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  20. conditional rule for text field

    12 votes

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    1 comment  ·  Other  ·  Admin →
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