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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.

    9 votes

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  2. Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...

    9 votes

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    1 comment  ·  API  ·  Admin →
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  3. It would be great if you can implement the auto collection of tax (Inclusive or exclusive ) that would reflect in stripe invoice. Currently , we put tax break down in our document but when the payment is done, there is no tax breakdown in stripe invoice or payment details.

    9 votes

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  4. Currently, you can only manually adjust the size of images when they are in their own block; however, inserting an image within a table cell does not allow manual size adjustments, and this would be a useful feature.

    9 votes

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  5. We'd like the ability to customize the button text. For example "Submit Contract" or "Accept".

    9 votes

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  6. Ability to set document layout for all the uploaded documents.

    9 votes

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  7. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    9 votes

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  8. I'd like to press one button to group pricing tables by "Product" or by columns/fields.

    For example, I have a template with multiple pricing tables, I'd like to group tables by the "Product" name then sort by the "Name" field. Alternatively, I'd like to sort pricing tables to ensure everything with the same name is grouped together.

    9 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!

  9. copy and paste the tables and pricing tables from PandaDoc to a word/excel files without downloading the PandaDoc document as a word file.

    9 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!

  10. 9 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!

  11. Ability to see and kick-out any devices logged-in to the PandaDoc account.

    9 votes

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  12. Add the Templates > 'Shared with me' folder to the mobile app. As many of the master templates for an enterprise are shared from another folder, it makes sense to be able to access these from the app.

    9 votes

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    0 comments  ·  Mobile  ·  Admin →
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  13. 9 votes

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  14. Ability to set a default CC'd recipient email for all documents

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Ability to automatically forward documents sent to you to any of your PandaDoc account users.

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--

    9 votes

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    1 comment  ·  Approvals  ·  Admin →
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  17. For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.

    9 votes

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  18. when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. word wrap options once added in the radio button field

    9 votes

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  20. change custom variable format

    9 votes

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