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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7340 results found

  1. Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used

    2 votes

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  2. I use mutiple pricing tables throughout my documents to generate packages for different services. I then use a final pricing terms sheet to highlight the sub totals for each package. Currently I can either select document total or pick a single pricing table total. What would be great is to sum different pricing table variables.

    6 votes

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  3. Have the option to add radio buttons without having to label them.

    5 votes

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  4. Conditional logic for variables: if the value of variable is "X", show the "Y" Variable

    16 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  5. An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.

    3 votes

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  6. Moving sent or completed documents to a selected folder across workspaces

    4 votes

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  7. Increase or decrease font size of text automatically to fit the text block as block size is adjusted.

    2 votes

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  8. combine pdfs in single file

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Integrate with Fillquick

    3 votes

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  10. Ability to hide rows automatically if there is no information in them? For example, if I do not have a $ amount in the discount variable area I do not want the discount line to show.

    3 votes

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  11. A new folder is created when a document is completed

    1 vote

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  12. Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. Program a date/time to send a document from Hubspot

    1 vote

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  14. Ability to add signature field without assigned recipient.

    11 votes

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  15. Send another PandaDoc document when PandaDoc document status changed to Paid

    1 vote

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  16. Current process:

    1. Create a new template OR create a template from an existing document and then polish it up
    2. Create document
    3. Realize there is no approval workflow
    4. Convert to template
    5. Add workflow to template
    6. Create document
    7. Delete document that was originally created in Step 2

    As long as it is in draft form, it seems like I should be able to add an Approval Flow regardless of it being a template or document.

    4 votes

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  17. Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.

    5 votes

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  18. PandaDoc API that can utilize the CSV data gathered when a form is completed

    2 votes

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    1 comment  ·  API  ·  Admin →
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  19. 55 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. Ability to have payment gateways (Stripe, Authoriza.net, QuickBooks, PayPal, etc.) to have automations.

    5 votes

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