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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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7161 results found

  1. I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets

    8 votes

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  2. Option to fill a text field with a variable. This will allow the recipient to then edit the field if the variable information is incorrect.

    8 votes

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  3. Despite the useful guide lines that help users align inserted fields, (1) fields don't always show as aligned when converted to pdf, so it's not WYSIWYG. Another problem is that (2) in practice, fields are difficult or impossible to fully align with written document text! This results in an unprofessional-looking and hard-to-read final document. And (3) if a user has created a table and deletes or add a row, the text will go away but not the inserted fields or checkboxes, which causes everything in the table to misalign.

    8 votes

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  4. When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.

    8 votes

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  5. 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.

    8 votes

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

    8 votes

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  7. 8 votes

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    0 comments  ·  API  ·  Admin →
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  8. Custom indents for text & lists

    8 votes

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  9. Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.

    8 votes

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    0 comments  ·  API  ·  Admin →
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  10. Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.

    8 votes

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  11. Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts

    8 votes

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  12. Ability to delete columns in the pricing table if any of the columns is restricted.

    8 votes

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  13. Ability to have multiple primary signers in Forms - meaning, if you have set a secondary recipient (but haven't pre-assigned a person to it), the primary signer does not have to enter the information (email address/first name/last name) for the secondary recipients.

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  14. Ability to copy and paste tables from third-party applications, like Google Sheets or Microsoft Excell, without losing formatting.

    8 votes

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  15. Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    8 votes

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  16. Ability to edit Quote Builder block via mobile app

    8 votes

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  17. 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...

    8 votes

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    1 comment  ·  API  ·  Admin →
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  18. Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.

    It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"

    8 votes

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  19. 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.

    8 votes

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  20. It would be helpful to be able to copy forms into other workspaces.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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