Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. New wizard: the full list of the contact parameters when creating a document.

    1 vote

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  2. When collaborating on a template when a comment is made and clicking on the email to go to the document, for it to go directly to the item that requires to be resolved.

    1 vote

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  3. If i have a simple formula such as x+30= fieldB and I have FieldA (or X in this case) as 10, Field B should fill with the answer 40

    1 vote

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  4. 1 vote

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  5. For example, the assigned person manually enters information into one field but it replicates into others on the same document and even multiple pages.

    1 vote

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  6. 1 vote

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  7. Would like to have ability to force documents to be renamed in a specific format.
    This would streamline document tracking for them.

    ex. Global Guardian- x proposal - date
    - Company - document title - date

    1 vote

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  8. When adding a new page, the orientation of the previous page is used with the new one.

    1 vote

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  9. When sending out a deck, it would be helpful to be able to place a checkbox (make it required) to bring the recipient's attention to the attached document.
    ex. renewal agreement attached to a qbr

    1 vote

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  10. Customize email delivery, apply more settings than just color of the button and footer text

    2 votes

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  11. full name variable instead of first name and last name separately

    1 vote

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  12. 1 vote

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  13. When uploading a PDF document as a template improve field recognition.

    1 vote

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  14. Sales team is not adopting to PD because the formatting is very different from Word.

    1 vote

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  15. Would like a separate section for attachment instead of the audit trail. Billing does not know to look in the audit trail to find the signed agreement after it's been uploaded and changed manually to completed.

    1 vote

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  16. It would be great to have a "save for later" option, especially when there are a number of steps that different team members need to complete - for example, a new starter checklist. Currently there is only the option to "finish"

    1 vote

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  17. If you change a catalog item then it would auto update that item in all templates where its used.

    2 votes

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  18. 1 vote

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  19. Ability to do document forwarding and have the information entered by the first receiver saved

    1 vote

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  20. The functionality of creating a document from a template is very good from the App, but it is not practical if you cannot do simple things like delete sections or pages, or include the value of the proposal. It would be great if you incorporated this kind of functionality.

    1 vote

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