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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7278 results found

  1. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  2. 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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  3. Be able to insert a catalog item into a specific column

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. Internal notes or comments on a document/template

    We would like to have an internal note on a document

    14 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  11. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message

    66 votes

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    16 comments  ·  Documents & Data Management  ·  Admin →
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  12. 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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    0 comments  ·  Recipient Experience  ·  Admin →
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  13. Ability to automatically mass-update custom product fields in templates and library items

    1 vote

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Ability to assign fields via APi

    Ability to assign fields via APi.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  15. Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template details" request.

    Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template/document details" request.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Bitly

    a native bitly integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Ability to use conditional content in Zapier/Integromat.

    Ability to use conditional content in Zapier/Integromat.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Hide signatures from other signers

    We are having problems because the signatures on the document are visible to others and this can cause them to be copied (screenshot) and used later, causing distrust of the signers.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. allow to reshuffle docs in bundles

    right now there is no way to reshuffle documents in bundles (make the third to be the second etc)

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Decimal places applied on pricing table variables

    After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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