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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7518 results found

  1. When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…

    4 votes

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  2. The ability to change the properties of fields for all documents, i.e. the "require" option for recipients

    5 votes

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  3. upload a spreadsheet and convert into a table in a quote

    4 votes

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  4. Ability to edit Quote Builder block via mobile app

    8 votes

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  5. When using Update Zoho quote products whenever a document’s status is updated automation, add an option to update the quantity of the product to zero in Zoho, in case this product is not selected in PandaDoc document.

    1 vote

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  6. More variables for the PandaDoc <> Bamboo HR integration, such as passport number.

    1 vote

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  7. The ability to merge forms together into one form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Option to have an integration with Adobe PDF (similar to MS Word add-in)

    2 votes

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  9. edit .docx files without using text blocks - after clicking "Convert document"

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  11. 1 vote

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    • Will allow the user to get log about the changes or update on contacts.
    1 vote

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  12. Ability to have an auto fill signature button.

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.

    5 votes

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  16. 10 votes

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  17. Option for deleting multiple pages in a document or template.

    77 votes

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  18. 21 votes

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  19. Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")

    2 votes

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    0 comments  ·  Other  ·  Admin →
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