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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7015 results found

  1. 2 votes

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  2. Keep the inline comment draft in place until the user deletes the draft comment or otherwise confirms that it is no longer needed.

    1 vote

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  3. 1 vote

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  4. Provide the ability to edit in preview mode while speaking with a prospect.

    1 vote

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  5. Ability to select multiple pricing tables in zapier.

    5 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well.


    While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months.


    Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  6. I'd like to be able to insert fields into the contract that require the recipient to update their contact information. Then, I'd like that information to be automatically added or updated in the contacts. Then, I'd set up other integrations to update my client's information across all of my platforms.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  7. 4 votes

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  8. see all the comments where you were tagged in one place (it can be included in reporting, for instance).

    2 votes

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  9. is there a way to automatically find the form fields or detect the form field's name so we can add it to the code dynamically?

    1 vote

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    0 comments  ·  API  ·  Admin →
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  10. Option to hide the pricing table on specific recipient.

    • Will allow the sender/user to hide the pricing table to a specific recipient.
    9 votes

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  11. Ability to add a multiplier and apply it to both product price and hidden cost.

    5 votes

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  12. 2 votes

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  13. 8 votes

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    1 comment  ·  Localization  ·  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!

  14. Nepali recipient view language

    1 vote

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  15. 2 votes

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  16. It would be great to have the option of hiding documents that are in the process of being formatted until they are ready for team use.

    4 votes

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  17. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. 1 vote

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  19. I would like to see a hidden column where I can put part numbers and maybe even our cost in the proposal without using the product catalog. Also a way to final print a completed proposal with out pricing for my installers.

    1 vote

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  20. I would like to see a command for the insert section below, like insert row below.

    1 vote

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