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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3804 results found

  1. Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.

    3 votes

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  2. To have the ability to pre-set at the template level, a default email address from which a document would be sent.

    3 votes

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  3. Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table

    18 votes

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  4. Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.

    27 votes

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  5. The functionality to see a variable has a value or is blank within a smart content block

    5 votes

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  6. allow recipients to choose a payment method

    10 votes

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  7. remove all required fields at once

    7 votes

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  8. add collaborators via mobile app

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  9. 10 votes

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  10. Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.

    11 votes

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  11. Option to link documents from PandaDoc to Active campaign

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.

    12 votes

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  13. to change the decimals on the cell level

    18 votes

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  14. list report of who downloaded the document or list report about the downloaded documents of a user

    12 votes

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  15. It would be useful to be able to utilize Smart Content to be able to hide variables that have no value / are blank.

    3 votes

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  16. When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.

    3 votes

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  17. if the price is updated somewhere in the pricing table, ability to update the price automatically in another place

    3 votes

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  18. 4 votes

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  19. when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Ability to download a .docx of template from the main template list

    3 votes

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