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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7412 results found

  1. When you add a blank text block to a page and then click off of the page, it becomes completely invisible. Also, the block is narrow, so you have to do a lot of clicking around to find it, or you may add another one redundantly because you can't see it's there.

    1 vote

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  2. Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.

    1 vote

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  3. When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).

    1 vote

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  4. 1 vote

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  5. download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent

    5 votes

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  6. Customer would like to change the pop up payment notification box or customize the wording

    5 votes

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  7. 1 vote

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  8. Increase or decrease font size of text automatically to fit the text block as block size is adjusted.

    2 votes

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  9. combine pdfs in single file

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table.

    1 vote

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  11. Ability to populate variables with fields' values.

    7 votes

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  12. Customer would like to rearrange the titles on the dashboard

    1 vote

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  13. The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.

    1 vote

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  14. Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
    For now, only regular products are updated in template.

    4 votes

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  15. Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.

    1 vote

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  16. hide the option to Create a trial account when the document is completed

    1 vote

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  17. i.e The ability to have 2 separate companies and be the account owner for them using the same email address.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Option to view all documents' expiration date in a separate column on the Documents tab (different from the Expiring soon tab)

    3 votes

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  19. View a list of all unused variables within the account

    1 vote

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  20. Halo CRM integration.

    2 votes

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