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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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501 results found

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

    2 votes

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  2. "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. "

    5 votes

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

    9 votes

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  4. 5 votes

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  5. 1 vote

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  6. 1 vote

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  7. 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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  8. 3 votes

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  9. 1 vote

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  10. ability to add lists and spaces in variables

    2 votes

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

    26 votes

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  12. 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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  13. 3 votes

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  14. 1 vote

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  15. 3 votes

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  16. I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    27 votes

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  17. 11 votes

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  18. Implement an ability to use variables in TOC (for example at the moment if in a heading a variable is populated, only the name, but not the value of a variable is shown in TOC

    1 vote

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  19. 7 votes

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  20. The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    18 votes

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