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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7271 results found

  1. 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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  2. Option to sort the documents by completed date and time.

    13 votes

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  3. 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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  4. 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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  5. 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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  6. 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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  7. change orientation for uploaded template

    13 votes

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  8. 13 votes

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  9. 13 votes

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  10. 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!

  11. 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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  12. Ability to customize formula in a pricing table.

    12 votes

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  13. 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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  14. conditional rule for text field

    12 votes

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    1 comment  ·  Other  ·  Admin →
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  15. 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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  16. Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel

    12 votes

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  17. 12 votes

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

    12 votes

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  19. 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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    We wanted to share an update regarding [insert idea]. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  20. show cost and profit margin per line item even when the document is sent/completed

    12 votes

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