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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7106 results found

  1. Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.

    9 votes

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  2. 55 votes

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  3. 1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  4. Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
    I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.

    1 vote

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  5. Recipiet view in Hebrew

    22 votes

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    Idea  ·  3 comments  ·  Localization  ·  Admin →
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  6. Option to download signed doc as JPEG

    1 vote

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  7. 1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  8. 1 vote

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  9. 1 vote

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  10. 5 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  11. SFDC Integration: any way to filter the products on a quote to be included on the contract. i.e. have 6 products on opp but only want to show 5. For example, want SLA to be included on opp as product but don't need that pull into product table. Workaround is using mapping products feature but still too much human error to count on sales reps to delete the product. Other workaround is approval workflow for manager to QC product is removed. Ideally want logic they can set up to take care of this so it's just automated

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Change the recipient view language to Polish (as was available in within Classic Editor)

    4 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  13. Ability to delete logo

    4 votes

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  14. Native integration with Daylite CRM

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. system to detect that a quote name already exists, so it gives us an alert or something

    1 vote

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  16. Point form such as
    1.
    1.1
    1.2

    2.
    2.1
    2.2

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  17. 7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Option to have no placeholder for fillable fields (leave blank)

    1 vote

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  19. Add advanced subscription pricing capabilities, so the recipient may select the subscription and items within it within pricing table

    5 votes

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  20. Wanted more of an out of the box solution and will revisit this later this year. Requested we pull graphs from tableau for Reps to show audit results on site. Not within out limits.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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