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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7350 results found

  1. Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.

    9 votes

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  2. designate a person as a collaborator on all new documents created or be added to a batch of documents all at once

    9 votes

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  3. I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?

    9 votes

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  4. When the Conditional field is chosen, to have OR option within conditional rule to choose the relevant test field

    https://pandadoc.zendesk.com/agent/tickets/479203

    9 votes

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  5. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    9 votes

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  6. fillable fields for internal use only - hide fields from customers or recipients

    9 votes

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  7. 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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  8. 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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  9. The ability to download a Form as an Excel file

    9 votes

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    2 comments  ·  Forms  ·  Admin →
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  10. Ability to set document layout for all the uploaded documents.

    9 votes

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  11. Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    9 votes

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  16. Add Saved messages feature on mobile app

    9 votes

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    1 comment  ·  Mobile  ·  Admin →
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  17. Option to get one centralized API key for all workspaces

    9 votes

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    1 comment  ·  API  ·  Admin →
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  18. 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!

  19. It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.

    9 votes

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

    9 votes

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