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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7271 results found

  1. In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link

    1 vote

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  2. to restrict how a field is edited – In this instance, we have a minimum fee ($2,000 for instance). To allow for this figure to only be increased and never discounted.
    A rep will be able to alter the $2,000 figure to $2,500 but not $1,900 (as an example).

    1 vote

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  3. 3 votes

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  4. show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits

    8 votes

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  5. When you highlight or click into a table cell, it makes white text very hard to see or edit.

    7 votes

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  6. flag/alert/notification for when a discount is applied in a document
    ex. salesperson is approving documents without reviewing the discounts applied.

    3 votes

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  7. 4 votes

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  8. 4 votes

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  9. Quote builder: ability to restrict adding certain products to certain templates

    1 vote

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  10. 2 votes

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  11. LaborEdge is a software for healthcare companies that brings hospitals, staffing agencies and healthcare workers together. It already has an integration with Docusign, Hubspot. However not available with PandaDoc even via Zapier or Integromat.

    1 vote

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  12. The ability to copy or duplicate a checkbox already selected / checked off would be useful.

    1 vote

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  13. 6 votes

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  14. Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--

    6 votes

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    0 comments  ·  Approvals  ·  Admin →
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  15. I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.

    2 votes

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  16. Localization in Swedish

    4 votes

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  17. In MS Word, I have the option of setting Headings and Paragraphs to "Keep with next" or "Keep lines together" or "Page break before". This would be a helpful feature in Pandadoc when I am doing contracts, there are certain places where I want to prohibit lines from being orphaned to a new page no matter how much content gets put in front of it. I don't want to use a page break because IF all the content CAN fit on a single page, then that is how I want it. But IF it needs to roll to the next…

    6 votes

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  18. For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf

    14 votes

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    2 comments  ·  Forms  ·  Admin →
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  19. When content formatting is edited, PandaDoc scrolls back to the top of the page, interrupting workflow. An option to stop this scrolling is needed.

    1 vote

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  20. I believe it would be useful to have overset text flow into the next textbox, in a similar fashion to InDesign. In this way, on a multi-page document, if an individual needs to make major edits to the text, they will not also have to manually update the formatting on every page thereafter. See attached gif for an example of this overset text flow in action. Happy to provide more info if needed!

    1 vote

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