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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 2 votes

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  3. As the Admin/Owner, Enterprise account I access this list often. In the Admin Panel: Workspaces - Give option for a dynamic list view of all workspaces. The current view is manual and cumbersome to scroll through when searching through my over 100 workspaces. Giving the ability to filter/sort and add columns in the list view with information about the workspace (e.g., Active users, pending invites, roles activated, etc.).
    And while seeing the logo for each workspace on this screen is a nice to have, if it was an incorrect logo or needed to be updated I couldn't do anything from…

    1 vote

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  4. Please include template name in the import email when catalog items are updated with a new csv import. This will help us know which templates were updated when the catalog import was completed.

    4 votes

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  5. Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.

    12 votes

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  6. 1 vote

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  7. Keyboard shortcuts to fill in fillable fields

    1 vote

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  8. Integration with Orecs

    1 vote

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  9. The ability to have multiple decimal points in a price so rather than just having .15 cents you could have .015 or .0015.

    1 vote

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  10. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    7 votes

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  11. the ability of an approver to turn off the approval notification email whenever a document is sent for approval

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  12. Currently you can hyperlink to a template, but it doesn't work unless the user is signed in first. It should present a sign in page and then grant access to the template once signed in. Support acknowledged the issue but has no intention of solving it, which is super bizarre.

    1 vote

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  13. Reset signature field even if it was set before document is sent.

    1 vote

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  14. Download the PDF with the assignee information beside the fillable fields

    4 votes

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  15. lock down these variables so they cannot be edited within PandaDoc

    8 votes

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  16. ability to use *** as a placeholder.

    1 vote

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  17. Be able to search for a document based on the Quote Number

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  19. Option to hide all pricing table columns except the main total

    • will allow the user to hide all of the columns in the pricing table except the main totals.
    3 votes

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  20. Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages

    6 votes

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