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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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325 results found

  1. 2 votes

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  2. The possibility to add only sequence number to the document without required sequence name.

    3 votes

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  3. when using Upload PDF to create PandaDoc via API.

    if pdf fails to process we should return useful errors.

    8 votes

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  4. "I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "

    6 votes

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  5. optional items for a dropdown field

    8 votes

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  6. Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).

    19 votes

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  7. Allow to navigate through the fields in document draft/templ

    2 votes

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  8. Ability to choose if a signature is to the left, centered, or to the right.

    9 votes

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  9. 5 votes

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  10. 1 vote

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  11. 1 vote

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  12. to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first

    3 votes

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  13. 3 votes

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  14. 1 vote

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  15. ability to add lists and spaces in variables

    2 votes

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  16. Ability to add a "Stamp" to your signature/profile and be reused across documents.

    26 votes

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  17. Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)

    2 votes

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  18. 3 votes

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  19. 1 vote

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  20. 4 votes

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