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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6442 results found

  1. Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Ability to have optional signatory in forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. 3 votes

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  4. 4 votes

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  5. Ability to export a list of CONTACTS who completed a document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Allow a Product/Catalog Item to have a fixed fee and also an annual fee. Certain products we sell are sold with a fixed fee and recurring fee. The only way around this is to have two products with the same name. Also currently there is no option to distinguish between items that are one time fee and others which are annual fee when doing the pricing table.

    2 votes

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  7. 2 votes

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  8. Would like to have a report to pull CRM created docs vs. PD created docs by user
    Request rooted from QBR

    12 votes

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  9. Currently, there are limited options under Content Blocks, such as Text field, table, and pricing table. The issue that we are facing is that the document creator has too much flexibility to enter what they want in a text block. It would be very beneficial when they could select an option from a dropdown menu, which has been set up at template level. This also prevents issues with triggering smart content items based on the rules due to typos.

    4 votes

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  10. 1 vote

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  11. add shipping fees, packaging costs, rental fees, deposits, etc.

    2 votes

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  12. Ability to limit document creation for account users

    2 votes

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  13. Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.

    10 votes

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  14. 19 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  15. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    3 votes

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  16. i just want to have to fill out a couple fields before sending the doc like a highlight place holder. so i cant have my employees send out the document and know what text they have to change before sending it out? Like pay rate, start date, schedule etc

    3 votes

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  17. Option to remove watermarks from Documents generated from Free Sandbox.

    Will allow the user to remove watermarks from Documents generated from Free Sandbox.

    1 vote

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  18. Option to document archive and vault using AWS S3 bucket

    1 vote

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  19. Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table

    16 votes

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  20. An option to search and select tokens from HubSpot CRM on the PandaDoc side

    2 votes

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