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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7349 results found

  1. Ability to bulk download signature certificates exclusively.

    3 votes

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  2. Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc

    2 votes

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  3. 2 votes

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  4. Ability to change the order of grand total section of Quote Builder

    2 votes

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  5. The option to use > and < when defining Conditional Logic for Smart Content.

    24 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!

  6. Option to insert a PDF file inside a content page as it works with images. In other words, option to have a block for adding PDF files.

    4 votes

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  7. 2 votes

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  8. Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Option for the recipient to select a volume, for example, from 51 to 100, instead of selecting and putting the quantity manually

    1 vote

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  10. 1 vote

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  11. Ability to edit Pricing table footer via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  12. Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets

    8 votes

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  14. A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance…

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. 1 vote

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  16. Add two discounts to the pricing table, one to the price, the second one for the subtotal for each product

    1 vote

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  17. Ability to have a portion of the document, choice or customize the wording in the e-mail when the document is sent

    2 votes

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  18. Ability to restore deleted images from the image library

    2 votes

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  19. Different colors for dropdown items

    2 votes

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  20. To have the possibility to select two or more columns in a table and distribute to make them the same size.

    1 vote

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