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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I have 500 items, and each has a net price and a gross price. This is self-evident, and even if I have 5, 10, or 200 items in my offer/invoice, my customer sees the price column (net price) but not the total, which is important information for my customer in B2B business; we are only talking about net prices. However, the subtotal is always the gross amount; in my opinion, it is not possible otherwise in your offer/invoice. However, I additionally need the net total.

    1 vote

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  2. Ability to Bulk Update Date Field Settings Across All Templates/documents

    2 votes

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  3. The ability to add section notes and also subtext under a Section title would be great. These notes help outline specifics for each section and adds additional clarity to customers.

    1 vote

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  4. To improve templates it is very usefull to gain insights as avarage time spend on a specific page. At the moment this is only visible on a document level. Despite the fact that this is very usefull for sales reps, this doesn't contribute to improving templates. You simply don'make changes based on a single event. This requires insights on template level in avarage figures over a specific period.

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    1 vote

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  5. We would like the ability to change the descriptive text that appears by default in Forms to adjust the wording. In our case, to be a little softer wording than "start the signing process" for our purposes.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  6. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. pulling a report on how many smart contents was used

    1 vote

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  8. So the initial engagement they sign page 1 and 3 but once we choose a product they need to sign page 2 and then once the bill has been page they need to sign page 4. I need to keep all these together so in the end I have one complete document.

    2 votes

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  9. Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option at the top of the screen

    2 votes

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  10. Some values from integration are not front-facing friendly, like values of True/False. Please make a way to make a native feature in PandaDoc that lets you convert such values into something that the creator can manipulate. Like changing the True/False into Yes/No in the document.

    1 vote

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  11. I'd like it to be easier to make photo collages within panda docs. I currently create a collage using fundy (it's actually a wedding album design tol) and upload those exports. I'd rather just be able to do this natively.

    1 vote

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  12. PandaDoc keeps me logged in even if I’m done working. When I come back to do something, I’m still logged in. This is a security concern. is there a way to change this?

    1 vote

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  13. 2 votes

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  14. Have an option to automatically minimize the right-side panel when opening a document for editing.

    2 votes

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  15. I need to map the fields in the Smart Forms to fields in the Document Template. We have 100+ fields in teh Smart Forms and it's really hard to map because the selection in the dropdown are not alphabetical and there's no way to do a quick filter. See attached screenshot.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. Suggestion to make the search bar appear in the default view to avoid having to click search every time, just to then have to re-navigate to the search back to enter the search parameters. This would streamline the search process and save extra navigation steps.

    2 votes

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  17. Option for installment payment on surcharges and not one one-time payment

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  18. disable saving PandaDoc document attachments to Zoho CRM while still keeping email attachments enabled.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. Have the ability to change the permissions who can view the document.

    2 votes

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  20. Have the ability to access the Image Library when adding images in Rooms.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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