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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. 1 vote

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  3. Ability to delete a chat message on the template level.

    1 vote

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  4. add Maverick payment gateway

    1 vote

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  5. For now there are no possibility to add responsive divider (just line - continuous, intermittent or dotted) that will visually divide different content blocks from each other horizontally or vertically. For now it possible to add horizontal divider with hack - create text field and put as much underscores (or dashes) as you need/want. But potentially such solution could brake alignment and position of other content block in document on exporting to Word (or any other external format) or rendering PDF.

    2 votes

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  6. a version history could be displayed on the main title page for the template/content library etc. So we can see at a quick glance when something was last updated.

    1 vote

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  7. image library restriction - accessible by Account Owners and users with Admin role only

    2 votes

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  8. Update document value if specific radio button is checked

    2 votes

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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. Customer would like to link the document to Quote record in SalesForce

    1 vote

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  13. If client input a checkbox into a document or template, use the automation feature to add pages from content library to the document

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. 1 vote

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  15. 1 vote

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  16. When receiving a large number of docs at the end of the month, it becomes overwhelming to manage them and it becomes difficult to mark off where the docs are at in the process. Feature would be an area to add an annotation to keep track.

    1 vote

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  17. Customer would like the Canopy to be integrated to PD

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. 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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  19. The ability to add a page break and split the quote builder block into 2 on 2 pages accordingly.

    1 vote

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  20. It would be great if the email received by any recipient included at the very top: "This message was sent to , _, and __." That is, listing out all of the recipients.

    I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.

    About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to…

    1 vote

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