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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6498 results found

  1. Search field for contacts available without clicking magnifying glass

    When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Undo signature

    Ability to undo a signature for one specific user instead of erasing the entire document.

    5 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  3. Greek / French / German bank transfer through Stripe

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  4. Transfer Data - pass Fields values to a new document

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  5. Prevent the system from creating two different catalog products instead of updating the existing one when the SKU number is identical but ty

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Instructions Template for Messages

    It would be great to have a concise statement or graphic that shows how to download the document and assign new signers that we can add to the footer or main section of our messages.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Salesforce Data to Populate Checkbox in Doc

    We have formula based checkboxes in Salesforce that tick yes/no based on opportunity data. It is critical that we be able to have that yes/no data automate into the Pandadoc contract through a Variable and not having to manually do it through the signing process.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. Member role users cannot edit Fields placement along with the Blocks in templates

    Prevent Members from editing templates created by others by disabling Fields

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Collect files field has option to show the file / Collect files field file is visible in a document

    Collect files field has option to show the file, like in Ev1. attach files can be viewed

    14 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Be able to insert a catalog item into a specific column

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. Search for page numbers in page reordering menu

    Search for page numbers in page reordering menu

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  12. Conditionally Bundle Documents

    Ability to set conditions to bundle documents

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. Be able to use smart content and variables to update an existing table vs adding in a new table based or item.

    Be able to use smart content and variables to update an existing table vs adding in a new table based or item.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Flatten all variables from a document into editable text that carries over into a converted template

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  15. Finish Button on Documents with No Fields

    Even if there are no actions for the recipients, but the recipients should still have access to a ‘Finish’ button to confirm the completion.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  16. Formatting possible to format the footer so that it has that yellow background?

    Well, there are quite a few limitations on the pricing table formatting
    possible to format the footer so that it has that yellow background?

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  17. Ability to use different PayPal accounts within one PandaDoc workspace.

    Ability to use different PayPal accounts for different templates within one PandaDoc account.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Ability to pre-populate signature field with the client's signature so when they receive a document they only have to select their signature

    2 votes

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  19. Ability to automatically mass-update custom product fields in templates and library items

    1 vote

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  20. Option to hide token/items from the template/document from specific recipients

    Option to hide token/items from the template/document from specific recipients

    • will allow the user to hide tokens
    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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