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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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210 results found

  1. Option to save variable value to CLI

    1 vote

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  2. use role variables to auto-populate information on the document but exclude them from the recipients list

    1 vote

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  3. 1 vote

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  4. We send about 200 quotes out a month and REALLY want the recipient to be able to adjust quantities. Right now we manually have to set this on every one of these quotes. If I could set that as a feature in the template it would make our life much easier!

    1 vote

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  5. Increase the number of characters for template title

    1 vote

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  6. One extra click might seem insignificant, but when you're doing this all day long, it becomes extremely inconvenient. It seems like a simple fix to just give us the option to turn this default off. I didn't notice it in the trial, or maybe I thought it would eventually stop asking.

    1 vote

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  7. Option to import JSON to create a template

    1 vote

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  8. Automatically pre-assign a template role with the contact owner email from HubSpot

    1 vote

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  9. 1 vote

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  10. Currently the document sequence number only appears in template name when creating a document from PandaDoc but not when creating it from HubSpot. We identify templates according to the sequence number so having this number appearing in the template name whatever way you access it is very important to us, because all our employees create documents from HubSpot.

    1 vote

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  11. Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.

    1 vote

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  12. I'd like the document based on the template to ask the creator to select which of the content library items should be used for particular alternate content. That is, how to make sure the person creating the document from template chooses one (but only one)

    1 vote

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  13. 1 vote

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  14. Page breaks: PDF page breaks, where content library items are not brought in properly and the page break is in a different place than it initially shows.

    1 vote

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  15. When I convert a document to a template, there are two things that "stick" and if I don't remember to change them it creates chaos.

    1. We use tags to note what has been invoiced or needs to be shared across departments. Those tags from the document seem to ride along with the template and when I then convert that Template to a new Document, it shows that tag still.

    2. When I use a template that was converted from a Document, the title at the top changes but the title space just above the workspace does not. Sucks sending to one…

    1 vote

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  16. Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template

    1 vote

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  17. template with table of contents sample only for template gallery

    1 vote

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  18. Traffic light report where the traffic light can be changed to red, amber or green. This would mean giving a status update for what is being reported on, i.e Header, status and smart content changing the colour when clicked on. This can be added as a table into a report or included as a page.

    1 vote

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  19. Ability to choose a template when downloading a CSV file of form responses

    1 vote

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  20. Make it easier to find any fields, especially errant fields.

    1 vote

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