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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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5360 results found

  1. Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel when using restrict content feature

    15 votes

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  2. Option to add metadata to the forms

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

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    0 comments  ·  Forms  ·  Admin →
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  3. Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages

    20 votes

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  4. I would like to have variables for the subtotals of each section of a pricing table.

    8 votes

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  5. It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.

    8 votes

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  6. 1 vote

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  7. Set Exclusion Rules for Salesforce Status Triggers

    2 votes

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  8. If there is a field in the table cell, option to expand the field automatically if the table cell is expanded (make the field fits the table cell automatically)

    6 votes

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  9. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  10. 2 votes

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  11. It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  12. specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.

    41 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!

  14. Bulk send feature for forms similar to the feature for the documents.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Allow us to send via our own domains via domain verification (DKIM, SPF and such).

    The recipient experience will be greater and they will feel more secure in opening it.

    3 votes

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  16. Option to use shared content library items in Smart content

    13 votes

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  17. Ability to automatically change the color of the variable depending on its value (negative/positive).

    6 votes

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  18. Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.

    6 votes

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  19. Ability to export a list of CONTACTS who completed a document.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  20. 1 vote

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