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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6608 results found

  1. Recipient actions in document tab

    This is to see immediately who viewed or signed the document without opening the document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Email to include all recipients

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  3. Require pricing table to be filled out before being able to send out a document

    The option to be able to requiring to fill out something within the pricing table in a template before it can be used and sent out would be very useful.

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. save template on specific folder

    2 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  5. Drag & drop Variables

    The variables could also have the option to be placed with drag & drop as content blocks are.

    4 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  6. The option to pull products to a pricing table in the same order as they are in Hubspot

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Ability to resize an image within a table

    Currently, you can only manually adjust the size of images when they are in their own block; however, inserting an image within a table cell does not allow manual size adjustments, and this would be a useful feature.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  8. Add more default fonts to Pandadoc editor

    Add more fonts to Pandadoc editor

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Can we put the Total before discount as an option in pricing tables?

    Can we put the Total before discount as an option in pricing tables?

    I think it would be nice to be able to show a summary of the kind of discount our clients are getting just in case they need that extra nudge to sign.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Pinch

    Include Pinch as payment gateway

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. Payment required to view the document

    Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  12. Support .XML file type

    Upload .xml files

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Add the ability to turn on/off the hovering "required" or "optional" field on the client's end.

    It is intrusive to have the "optional" and "required" words pop up with each field when filling out a document. Would be nice to have the option to turn this off.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Option to pull value from Pipedrive Deal custom field to the pricing table

    Option to pull value from the Deal custom field to the pricing table in PandaDoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. conditional fields based on CRM field value

    For the conditional fields to be activated as soon as the property is filled in HubSpot no matter what is filled in.

    2 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  16. Ability to change the header's alignment in quote builder.

    Ability to change the header's alignment in quote builder.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. Clover

    New integration: Clover Payment gateway

    9 votes

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    2 comments  ·  Integrations  ·  Admin →
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  18. Rotate Text Blocks

    Allow the ability to rotate Text Blocks by degrees. I would like to add to a 90 degree angled Text Block

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. An ability to expand the size of the Date field

    4 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  20. Document details

    To remove the functionality when you click on the properties icon and click on the blank space between the document body and the right panel, it will show the Template or Document Details

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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