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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7113 results found

  1. Automatically add roles when you add smart content with the content library items.

    Option to automatically add roles when you add smart content with the content library items.

    6 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. The ability to center / align all information in the pricing table (QTY, Price, etc).

    Right now, we can only center the text for text columns.

    6 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Specify how the payment is made (ACH, Card)

    Specify how the payment is made (ACH, Card)

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Renewal Reminders to various recipients

    A feature to reminder for renewals to various recipients will be great!

    6 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Option to filter documents by integration linked / not linked status

    Option to filter documents that is not linked to an Integration.

    -will allow the user to filter document that is not linke with Salesforce, HubSpot etc.

    6 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. The ability to put a table block inside a text block.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Copy block from one document and paste into another document

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. dynamically populate images from "collect files" field

    dynamically populate images on the document level from the "collect files" field

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Delete recipients from signed documents

    Delete recipient from signed document
    https://pandadoc.zendesk.com/agent/tickets/368762

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. bundling approval workflow

    Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--

    6 votes

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    0 comments  ·  Approvals  ·  Admin →
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  11. Don't allow automatic PDF page breaks between headings and their subsequent paragraphs

    In MS Word, I have the option of setting Headings and Paragraphs to "Keep with next" or "Keep lines together" or "Page break before". This would be a helpful feature in Pandadoc when I am doing contracts, there are certain places where I want to prohibit lines from being orphaned to a new page no matter how much content gets put in front of it. I don't want to use a page break because IF all the content CAN fit on a single page, then that is how I want it. But IF it needs to roll to the next…

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Ability to embed Editor 2.0 to web application

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. ability to download document in HTML

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Ability to upload a doc in Chinese

    6 votes

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    0 comments  ·  Localization  ·  Admin →
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  15. Edit Quickbooks invoice sent to customer

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Smart content to work with attachments

    Smart Content + Attachments

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  17. The ability to keep the paragraphs aligned even when using tiered numbering.

    For example, if the customer has a numbered list go from 17.9 to 17.10 -- the text will be moved to the left a bit and the paragraph formatting will no longer be aligned.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  18. disable form reminder

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Keep the Document name and the Sequence Auto-Numbering for Bulk Download

    Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)

    6 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  20. Ability to assign fields via APi

    Ability to assign fields via APi.

    6 votes

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    1 comment  ·  API  ·  Admin →
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