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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. So like in photoshop, when you hold shift it locks it on the horizontal axis or the vertical axis, so this would help massively when trying to align a check box with two different points. As when your trying to align a check box or any other box it goes a bit crazy with the snapping, it would make it cleaner and much more accurate to align multiple boxes.

    3 votes

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  2. Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    7 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. 4 votes

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    1 comment  ·  Approvals  ·  Admin →
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  4. Have the pricing table tax automate based on a zipcode within the document

    8 votes

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    0 comments  ·  Automations  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  5. It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!

    5 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  6. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    28 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  7. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    42 votes

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  8. The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    13 votes

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  9. Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    7 votes

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  10. Provide downloadable reporting for Bulk Send that includes:
    A comprehensive status report for Bulk Send documents, showing which recipients have signed and which have not
    Recipient URLs
    A list of recipient emails with their delivery/status details, such as failed, received, completed, etc.

    28 votes

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  11. 4 votes

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  12. catalog sharing across workspaces

    24 votes

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  13. Availability to use custom variables for the forms (at the moment only role variables can be used)

    68 votes

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    10 comments  ·  Forms  ·  Admin →
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  14. The ability to create or update templates and content library items that are accessible in one workspace.

    24 votes

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  15. Ability to use two different signatures for the same person (for example draw and type)

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  16. ability (button) to download a PDF of a Form

    38 votes

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    3 comments  ·  Forms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  17. Content Library search inside a folder

    13 votes

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  18. Ability for page number to show left or right

    22 votes

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  19. ability to use pricing tables profit&margin variables

    7 votes

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  20. Ability to adjust the spacing between bullets and text

    20 votes

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