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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7161 results found

  1. Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    6 votes

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  2. Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.

    6 votes

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  3. once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    6 votes

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  4. Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info

    6 votes

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    2 comments  ·  Automations  ·  Admin →
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  5. One should have the option to reorder columns of the summary part of the pricing table, not just the pricing table itself, but the summary table which consists of two columns, we should be able to reorder them as for RTL languages the text should appear on the right whereas the numbers should appear on the left.

    6 votes

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    1 comment  ·  Localization  ·  Admin →
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  6. 6 votes

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    1 comment  ·  Automations  ·  Admin →
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  7. 6 votes

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  8. 6 votes

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  9. The option to edit signing order from the Send document window.

    6 votes

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

    6 votes

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  11. 6 votes

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  12. Specify how the payment is made (ACH, Card)

    6 votes

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

    6 votes

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  14. 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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  15. 6 votes

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  16. 6 votes

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

    6 votes

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  18. 6 votes

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  19. 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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  20. 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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