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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. Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.

    8 votes

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  2. word wrap options once added in the radio button field

    8 votes

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  3. Smart Content to work with uploaded pages

    8 votes

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  4. Auto-populate the template role with the contact information from monday.com upon document creation

    8 votes

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  5. Ability to insert or paste a symbol, such as a tick mark, into the document and tables

    8 votes

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  6. change custom variable format

    8 votes

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  7. At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.

    8 votes

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  8. 8 votes

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    1 comment  ·  Localization  ·  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!

  9. hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future

    8 votes

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  10. Add attachments to a document under specific circumstances

    8 votes

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  11. PandaDoc mobile app and Monday CRM mobile app integration.

    8 votes

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  12. Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.

    8 votes

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  13. I want to set up a zap based on a trigger which include multiple templates

    so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones

    8 votes

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  14. automatically change document status to Completed

    8 votes

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    3 comments  ·  Automations  ·  Admin →
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  15. right now there is no way to reshuffle documents in bundles (make the third to be the second etc)

    8 votes

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  16. After a contract has been signed, I'd like to be able to go back and look at prior versions of it -- ie, view the version prior to the final revision that was signed

    8 votes

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  17. Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.

    8 votes

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  18. Option on Mobile App to add Blocks

    8 votes

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    1 comment  ·  Mobile  ·  Admin →
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  19. Option to use API to edit a document

    8 votes

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    0 comments  ·  API  ·  Admin →
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  20. A customer observed that PandaDoc auto-saves only when a new area of the document is selected. It would be helpful to have auto-save after (nearly) every keystroke, similar to GoogleDocs.

    8 votes

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