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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7240 results found

  1. Merge several tables into one

    3 votes

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  2. It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office

    4 votes

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  3. The ability to have an automatic calculator based on the identified blocks. Similar to the pricing table, however, The blocks can be placed anywhere in the Template/Document/Form and once an Auto Calculate Box is activated on a specific text box. The Box will automatically calculate in total from the identified text blocks.

    6 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  4. Product Catalog - Ability to display video or a preview and not just a hyperlink

    1 vote

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  5. I would like to request a hidden notes section on a product. This would allow us to add notes to assist our new sales people. For example it would allow us to create a note for sales people reminding them the recommended minimum of a certain item. This field would not be visible to the client. Currently we are adding an additional field for notes when we create a product. However a salesperson has no way of knowing this field exists unless they set it to visible when adding the product to a pricing table or quote.

    1 vote

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  6. Option to edit document link thumbnail when the document link is shared with a recipient

    1 vote

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  7. 1 vote

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  8. Requesting an integration with Rippling to PandaDoc

    6 votes

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    • option for the user to get the link of all of the created document via downloading it in csv
    2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. 2 votes

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  10. ability to adjust page numbering height that is shown in the PDF

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  11. initials field - customization/personalized/modify

    5 votes

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  12. A client has to create a signed ballot, would like to implement a rule to limit the number of checkboxes a user fills out

    1 vote

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  13. It would be more helpful if only the ones that needed to be signed shows in the inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. As an HR leader, I want all my HR documents to be branded according to our company’s branding guidelines. Every time I build a new template, though, I need to re-add our company’s custom font, making this task time-consuming and repetitive.

    Idea: when adding new custom fonts, save them permanently in the account and/or workspace font options as primary fonts. This will save PeopleOps time and reduce branding errors.

    1 vote

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  15. Group users by country or custom property for billing and then report on those segments

    1 vote

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  16. Option to autofill signature if it was captured on another platform (for example, if the signature was captured in the lead in GoHighLevel)

    1 vote

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  17. Option to send a PandaDoc document when a new lead in generated in Pipedrive

    1 vote

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  18. Expand scope of condition for approvals beyond document value, quote or pricing.

    For users who works with wordy contracts lacking in pricing tables or quotes, it would be nice to see new approval conditions which extend beyond the current selection where the conditions can be for example edits to select clauses such as limitation of liability, indemnity etc

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. Option to add a variable and populate the recipient's name in the email message when you send the documents via Google Sheets integration

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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