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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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4110 results found

  1. Have the ability to have the paragraph bullet points span multiple pages

    2 votes

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  2. Be able to sort by a specific year or month.

    2 votes

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  3. can I use operators as a condition? For example if "amount > 0" then show "content".

    1 vote

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  4. Enlarge uploaded signature after the signature has been attached.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  5. When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.

    2 votes

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  6. 1 vote

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  7. edit the sent documents from Actions Required section

    4 votes

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  8. Ability to add transaction ID# under signature.

    1 vote

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  9. 9 votes

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  10. 1 vote

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  11. Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.

    1 vote

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  12. When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.

    3 votes

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  13. A role which a user will only be able to view billing and not have access to documents, templates, etc.

    1 vote

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  14. When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
    https://share.getcloudapp.com/wbuD5zZJ

    3 votes

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  15. 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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  16. Template creators may want to restrict the variable names that would be eligible within a template.

    Desired level of the rule would be at the Workspace level, to apply to all of its templates.

    Desired rule would be a white list of allowable names, with import/export features to ease maintenance.

    9 votes

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  17. Add Webhooks for Templates, following the existing pattern for Documents.
    Events:
    Create
    Update | following version history
    Delete
    Usage

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc

    1 vote

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  19. Ability to update a signer without clearing all the fields.

    3 votes

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  20. Allow recipient to change information if it's incorrect from Saleforce variables.

    3 votes

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