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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7126 results found

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

    11 votes

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  2. 11 votes

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  3. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.

    11 votes

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    1 comment  ·  API  ·  Admin →
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  4. list report of who downloaded the document or list report about the downloaded documents of a user

    11 votes

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  5. example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    11 votes

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  6. to change the decimals on the cell level

    11 votes

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  7. Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.

    11 votes

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  9. 11 votes

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  10. Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    11 votes

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  11. Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    11 votes

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  12. 11 votes

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  13. Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  14. 11 votes

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  15. Wants to use the A4 layout feature for all documents. Currently has to edit each one manually. There are two countries in the world using US format (US + Canada) - everyone else uses A4. Thank you!

    11 votes

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  16. PDF Download doesn't look the same as the user view. Page breaks, font size, color bleed aren't holding true.

    11 votes

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  17. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. collapsible sections/pages so a client can minimise or expand sections they're interested or not interested in

    11 votes

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  19. Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. a storage for completed documents without making it as a draft

    11 votes

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