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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7142 results found

  1. Can we remove the limitation or increase the amount of characters available for headings in the Tables of contents?

    1 vote

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  2. I'd like to have a Variable appear multiple times throughout a template, but I want a dropdown option for the Variable.

    For example, let's say I need to specify one of 3 locations: US, AUS or EU. Let's say that choice is repeated in various locations throughout my template. Right now, PandaDoc offers no way to choose that option from a dropdown AND have it repeat throughout the document.

    I can either:
    a) make a Variable with no dropdown option, or
    b) create a Field with dropdown option, but I can't duplicate that field, so I'd have to manually re-enter…

    9 votes

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  3. Keep comments after moving a document from sent to draft status.

    1 vote

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  4. 1 vote

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    0 comments  ·  API  ·  Admin →
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  5. A way to remove the optional indicator signers see when they hover their cursor over an optional field.

    5 votes

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  6. 2 votes

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  7. Be able to do the following: pass the selected items by the recipient in a Document A to the pricing table into the Document B

    4 votes

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  8. Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).

    7 votes

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  9. see all the comments where you were tagged in one place (it can be included in reporting, for instance).

    2 votes

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  10. Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    18 votes

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    Idea  ·  1 comment  ·  Automations  ·  Admin →
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  11. 5 votes

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  12. 37 votes

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    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!

  13. ability to have a check box to make an entire pricing table optional

    13 votes

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  14. 2 votes

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  15. 2 votes

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  16. 18 votes

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  17. An integration with the creative app Milanote, allowing for documents to be shared into the Milanote app such that they're dynamic (ie. when you click on the document it takes you through to PandaDoc).

    1 vote

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  18. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. 1 vote

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  20. Validation that the address is a confirmed street address

    9 votes

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