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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.

    If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    30 votes

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    10 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Disable the very first notification for a From

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Notification toggle for the approval workflow for people within a approver group

    5 votes

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    2 comments  ·  Approvals  ·  Admin →
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  4. have 2 price columns in one pricing table

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  5. make field multiple each other

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Scan for Automatic Renewal Date

    Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Create contact with filled-in fields via form automatically

    OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    16 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Having separate repository and folders within Image Library

    • separate repository in side bar (like Content library)
    • folders within Image library
    194 votes

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    18 comments  ·  Templates & Libraries  ·  Admin →
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    Not Planned  ·  Molly Abrams responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. Change account timezone within the system

    Have an option to change timezone of the application to AEST.

    93 votes

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    13 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Allow 'page' titles to be edited

    Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.

    Thanks!

    (PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).

    3 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  11. Pre-filled forms

    Prefill fields on the form when it opens.

    13 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Add the option to prompt the CC recipienst to view the document

    is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. ability to print forms

    ability to print forms

    10 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. CardX

    Integration with CardX as a payment gateway

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Improve PDF output

    The PDF looks pretty good, but I always have to apologize for it when clients grab it, as the header and footer seem to cover up the content awkwardly.

    12 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Make Variable Field Type Boxes Expandable

    I have to type a paragraph or more into some variable fields each time I send an estimate. I realize that there are other text field options, but variable was used on purpose for formatting reasons. Please make the text box expandable so that I dont have to select and scroll back through the text each time I need to edit, its a nightmare!

    8 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  17. Zendesk Sell Show Lead Documents After Conversion

    Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  18. Quick view for pending documents needs to sign

    Quick view for pending documents needs to sign

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. ability to add multiple choice option to sections, so that recipient could choose between sections

    ability to add multiple choice option to sections, so that recipient could choose between sections

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  20. ability to see the line subtotal for 1 product (if there are more in 1)

    ability to see the line subtotal for 1 product (if there are more in 1 in qty column)

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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