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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6798 results found

  1. 2 votes

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  2. Ability to add signers to a completed document (countersign a completed document)

    4 votes

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  3. The option to exclude the tax/discounts/fees in the pricing table total row - similarly to how subtotal works, but for the total value.

    5 votes

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  4. When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.

    10 votes

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  5. Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)

    1 vote

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  6. Set image block constraints so that any image autofills the block rather than the block increases in size to accommodate image.

    We would like to create templates where there are two, three or more image blocks on a page and when images are dropped in the block stays that size.

    1 vote

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  7. Show full description on why a credit card has been declined when paying for PandaDoc subscription instead of just showing failed

    3 votes

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  8. Automation: send Excel spreadsheet automatically once the document reaches Completed status

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. 2 votes

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  10. The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    2 votes

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  11. Ability to change the form owner but keep the same form link.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  12. I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.

    1 vote

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  13. to un-bundle a Template Bundle back into individual Templates

    3 votes

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  14. When you include someone in a document, put little round bubbles to show people's pictures to show you who was included. It would be nice to have a little green indicator around those circles if they are in the document to show that they are actively in there. Kind of like Google Docs when someone is in there, you can see who is in there. The circles are already there so you'd have to indicate a little differently like a green circle around them or something.

    3 votes

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  15. Ability to bulk download signature certificates exclusively.

    3 votes

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  16. 2 votes

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  17. Ability to change the order of grand total section of Quote Builder

    2 votes

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  18. 2 votes

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  19. Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Option for the recipient to select a volume, for example, from 51 to 100, instead of selecting and putting the quantity manually

    1 vote

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