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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7004 results found

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

    4 votes

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  2. Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel

    12 votes

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

    1 vote

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  4. 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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  5. 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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  6. Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages

    14 votes

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

    6 votes

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

    7 votes

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  9. When a customer signs a document, id like an email to go out to my team with certain information from the document.

    1 vote

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  10. 1 vote

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  11. Set Exclusion Rules for Salesforce Status Triggers

    2 votes

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  12. 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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  13. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  14. 1 vote

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  15. automatic collection - stripe

    help collect payments that ​​may have otherwise been unsuccessful

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  16. Bulk Send - Add setting to disable completion notification emails. Currently, you can turn off notifications, but its all notifications. I would like to turn them off for bulk send only and continue to receive them for non-bulk send documents.

    3 votes

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  17. Auto-populate contact info into Variables when a document is created directly from a contact.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. 1 vote

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  19. 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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  20. 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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