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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5386 results found

  1. Support Samsung Internet browser (mobile) for recipient's view

    Support Samsung Internet browser (mobile) for recipient's view

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  2. Loxo CRM

    Integration with Loxo CRM

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Mobile App - ability to open documents with access code

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  4. Different attached files for each recipient in Bulk send

    1 vote

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    0 comments  ·  Esign & Notary  ·  Admin →
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  5. Ability to independently control billing frequency label and recurring subtotal calculation period

    Customer needs to display line-item prices as "per month" for presentation, while having the recurring subtotal in the Grand Total calculate on an annual basis. Currently, the billing period setting controls both the label and the subtotal — when set to Annual, the line-item label changes to "per year," which doesn't meet their business requirement. They need the flexibility to decouple the display label from the calculation period.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Add Reusable Standard Fields (Name & Job Title) for Quick Insertion Across Documents

    Feature Request:
    Add the ability to save and reuse individual standard fields (such as Name and Job Title) as standalone items that can be quickly inserted into any document, especially when working with different uploaded PDFs.

    Problem It Solves:
    Currently, when users work with different PDFs each time, they must manually recreate common fields like “Name” and “Job Title” for every new document. There’s no way to save these standard fields as reusable items outside of templates or content library blocks.

    How It Should Work:
    Users should be able to save individual fields (e.g., “Name” text field, “Job Title” text…

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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