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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4092 results found

  1. Conditional formatting for fillable fields

    12 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. 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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  3. 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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  4. 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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  5. Quantity for just one line item

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Restrict Managers in assigning Admin Account role to newly invited users

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Add approver group as contacts

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  8. Text box with initial email message when the document is forwarded

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  9. discounted price per unit

    The option to show the discounted price per unit (not only the final one).

    Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.

    26 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. MS Dynamics GP

    I want to integrate with MS Dynamics GP

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Form reminder

    Be able to send a reminder to fill out a form.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Proprietary CRM

    Integration with proprietary CRM

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. make PandaDoc fields fillable after doc is downloaded

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. WCAG 2.0 accessibility compliance

    9 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  15. Option to use workspace name and picture when sending a document

    Option to use workspace name and picture when sending a document instead of the account name and picture, to show on the email that the recipient will receive.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Australian server/ host location

    3 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  17. general compliance standards

    PandaDoc signature certificate isn't sufficient for my client's compliance standards.

    3 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  18. Add a dynamic date field to put on templates

    • Be sure to not have to change the date manually before generating a document via a template.
    4 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Push ALL HubSpot product line items to pricing table in PandaDoc

    Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Auto-Fill customer name with the name the recipient types in

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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