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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7112 results found

  1. Disable Finish option (when completing the document).

    10 votes

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  2. 4 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  3. The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    19 votes

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  4. We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.

    3 votes

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  5. UX improvement - section where all fields on doc are grouped so you can see them all at once (similar to how variables is)

    2 votes

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  6. integration with Procore to create and send documents

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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  8. 9 votes

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  9. When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)

    13 votes

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  10. Option to only highlight certain lines in a table, not the entire border.

    18 votes

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  11. Auto-correct feature in or chat or email portal when submitting a request.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. 2 votes

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  13. Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10

    2 votes

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  14. Implement an ability to use variables in TOC (for example at the moment if in a heading a variable is populated, only the name, but not the value of a variable is shown in TOC

    1 vote

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  15. Collect a payment and have it charged like a week later?

    6 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  16. The option to delete Timeline on the Dashboard.

    9 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  17. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    25 votes

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  18. Integration with Google Forms

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Client wishes to have a template be available for sending without having another user be added on her workspace.

    2 votes

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  20. 4 votes

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