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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2929 results found

  1. Option to have a collaborator in forms

    13 votes

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  2. Have a content block for dropping a line in between other blocks

    24 votes

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  3. 4 votes

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  4. 1 vote

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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. pass line items formatting from hubspot

    26 votes

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  6. After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    8 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!

  7. 10 votes

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  8. Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

    Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

    If this is…

    10 votes

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  9. 62 votes

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  10. Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.

    14 votes

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  11. Availability to use custom variables for the forms (at the moment only role variables can be used)

    68 votes

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    10 comments  ·  Forms  ·  Admin →
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  12. The doc says the Default is 50 and Max is 100. We need more results during the document list API call

    2 votes

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    0 comments  ·  API  ·  Admin →
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  13. 12 votes

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  14. if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
    In turn this make the pricing table longer if you have detailed descriptions or explanations.

    In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.

    Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.

    Separate issue - option to set currency to blank if accidently set to one. If you only…

    6 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!

  15. We would like to have an internal note on a document

    16 votes

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  16. Would like to hide certain pages from presentation mode

    4 votes

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  17. To set up a default value in the field

    3 votes

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  18. Option to hide token/items from the template/document from specific recipients

    • will allow the user to hide tokens
    6 votes

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  19. 76 votes

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    8 comments  ·  Other  ·  Admin →
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  20. PandaDoc mobile app and Monday CRM mobile app integration.

    8 votes

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