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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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788 results found

  1. When their are multiple highlights on the document, option to remove them in bulk is appreciated so we don't need to remove them 1 by 1

    2 votes

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  2. Have the option to use conditional fields to make the signature required or optional

    2 votes

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  3. To have an automation that would notify the admin and delete draft contracts not been modified during the last 3,6,12 months

    2 votes

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  4. Ability to create Custom Variables with drop-down listings

    2 votes

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  5. If a customer fills out a form - say a medical form for their student in January and the student has no ailments. Then in June, the student starts taking prescribed medication and the customer needs to add the information to the form they already submitted

    2 votes

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  6. Ability to copy and paste table to a different document

    2 votes

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  7. Have the ability to pin Strikethrough in the document editing panel so you don't need to click on 3 dots.

    2 votes

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  8. To have the option for all the contracts that have not been sent for approval to have a watermark on them - the watermark will be removed once it has been approved

    2 votes

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  9. Show the name of the pricing table in the document. For example, "Project 1" for Pricing Table 1 and so on. To also have the ability to automatically edit the name of the Pricing Table based on information from CRM.

    2 votes

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  10. Ability to disable the Send via link for existing documents and make existing links invalid.

    2 votes

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  11. Ability to hide line item in pricing table using smart content

    2 votes

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  12. Add content library items to the document based on products added to the pricing table. Similar to how smart content works however it is for after the document has been created.

    2 votes

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  13. Remove content library suggestion when adding a blank page to a template

    2 votes

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  14. Ability to prompt field tag recognition to documents imported in bulk.

    2 votes

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  15. insert pricing table on a table block

    2 votes

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  16. Ability to have a blank version of the document, like a "preview " as if the variables were not filled.

    2 votes

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  17. Combine image and text block / add image to a text block to connect them

    2 votes

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  18. Option to upload a custom font from Type Together

    2 votes

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  19. The ability to add Smart Content inside a table.

    2 votes

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  20. Disable editing characters on signature field for Signers. Signers should not be able to edit their name or characters under the Signature field.

    2 votes

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