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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. We are currently using PandaDoc to accept credit card payments via the 'Payment Block' synced to Stripe. We are able to set the default currency, but haven't been able to set the default country details.

    7 votes

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  2. What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
    How cool would it be if there would be a central page in settings called "Variables" where
    You can create variables with set content.
    reuse these variables across all your docs.
    A variable could also be an image or a piece of content library content

    It is a simple yet efficient idea that would make our lives a lot easier.

    7 votes

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  3. comments feature for uploaded documents

    7 votes

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  4. move one team member from one workspace to another

    7 votes

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  5. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    7 votes

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  6. Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    7 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!

  7. Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    7 votes

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  8. ability to use pricing tables profit&margin variables

    7 votes

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  9. Recover Deleted Catalogue Items

    7 votes

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    • Multiple font weights
    • Letter spacing
    • Ligatures
    • Typekit fonts support
    7 votes

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  10. It would be very helpful if it was possible to copy multiple lines of content into a pricing table at the same time, as it is possible in Word or Excel. At the moment, we have to copy one cell after another which is very time-consuming.

    7 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. Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data

    7 votes

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    1 comment  ·  Forms  ·  Admin →
  12. Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP

    7 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!

  13. Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.

    7 votes

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  14. Ability to delete logo

    7 votes

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  15. Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.

    7 votes

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    0 comments  ·  API  ·  Admin →
  16. The possibility to add only sequence number to the document without required sequence name.

    7 votes

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  17. Client would like the option to save custom colors within pandadoc

    7 votes

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  18. Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.

    7 votes

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  19. 7 votes

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