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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4076 results found

  1. Sliders

    Sliders to adjust tokens and documetn value

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. custom fields in Price Table

    Assign custom fields to columns in the Price Table

    11 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Ability to remove payments without editing document

    6 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  4. Import drop down list for excel or PDF

    Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.

    10 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. [Bulk Action] Upload Multiple Images into Document or Template

    12 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Fishbowl

    Client would like to have the ability to integrate with fishbowl

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Data storage - AWS servers

    don't wanna store data on Amazon servers.

    3 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  8. Sort Contacts by Last name In PD contacts

    Client would like to be able to sort PandaDoc contacts by last name in alphabetical order

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Mirror custom product orders from SFDC in Pricing Table

    Mirror custom product order when synced to PD Pricing table.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. Apply negative spacing to text

    Ability to apply negative spacing on text.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Show Expiration Date variable value for approver

    5 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  12. Link quantities in pricing table

    The ability to link multiple quantities together in a pricing table - for example, if the recipient doubled the quantity of one item, another item quantity would automatically double.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. Linking the contact role in D365 to the role on the template

    Linking the contact role in D365 to the role on the template

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. ability to allow suggestions for specific sections within a template/document

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Collect files field: add download button in preview

    At the moment when an image is uploaded via the collect files field and then the image is clicked from inside of the document, the image is just opened in new tab and it is hard for a user to find a way to download it (they have to use the browser's option, right-click on the image and select "Save image as"). The feature request is to add the download button in the file preview to make the process easier and more clear

    6 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  16. Conditional formatting for fillable fields

    12 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Allow to copy multiple columns and rows into a Pricing Table

    It would be very helpful if it was possible to copy multiple lines of content into a pricing table at the same time, as it is possible in Word or Excel. At the moment, we have to copy one cell after another which is very time-consuming.

    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Product mapping in Sugar CRM. +add the variables to pricing table

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Block user trying to get access to workspace

    Block user trying to get access to workspace

    3 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Quantity for just one line item

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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