Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. At present we have questions that requires a yes or no tickbox answer, also need the particular question to be answered and not missed. At present you cant merge the yes and no tickbox as one question and also have it set as required, both the yes or no has to be set as required in order for it not to be missed but for the completer of the form means they have to select both rather than one or the other. it would be great if one or the other could be selected as a tick and the particular…

    1 vote

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    0 comments  ·  Fields  ·  Admin →
  2. Have discount in % be shown in %, not in the flat amount

    1 vote

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  3. Be able to custom sort the variables

    2 votes

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  4. The ability to share documents, templates, and content with other organizations.

    1 vote

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  5. Automatically assign document to specified folders.

    1 vote

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  6. 1 vote

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  7. 1 vote

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    0 comments  ·  API  ·  Admin →
  8. 1 vote

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  9. When you replicate an old document it doesn`t update the prices that have been updated via import.

    Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.

    So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.

    Imagine the frustration and the workload in…

    1 vote

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  10. For example, at the moment line breaks are not passed. Be able to save the original formatting of product description and other HubSpot properties after the products are pulled from HubSpot into a PandaDoc document

    1 vote

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  11. 1 vote

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  12. As an example, when you go to insure your car, for additional drivers, the form gives you a + option which expands for each additional driver creating a new section asking all the same questions.

    I would love to have this option available to any section of the form, so a recipient could replicate if there is more than one person etc.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  13. Instructional bubbles to guide recipients in filling out the document,

    1 vote

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  14. Ability to add a shipping cost row into the total of the pricing table.

    1 vote

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  15. 1 vote

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    0 comments  ·  Workflow  ·  Admin →
  16. 1 vote

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  17. Allow to pull information to document retroactively (i.e. after creating the document from the template) when assigning emails to roles.

    1 vote

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  18. 1 vote

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  19. Prevent signers from downloading a signed document

    1 vote

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  20. Disable access to the document for recipients once it's completed

    1 vote

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