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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7439 results found

  1. Ability to edit drop down options in a template

    You should have the ability to edit existing text in a drop down menu options of a template. I duplicated a template and have basic edits on dates/information but the bulk of the text will be remaining the same. The current capabilities allow me to add or remove new options but if I want to edit the text of an existing option, I need to retype out the entire text. This seems like a simple fix and would greatly improve the efficiency of creating templates with minor variable differences.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. [Bulk send] Bundling

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. countdown on the document

    countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Multiple choice option for discount

    Multiple choice option for discount

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Option for the recipient to change the discount,

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. export attachments from hubspot deals

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. alphabetize list of content items when inserting / adding

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  8. Only be able to create a document via CRM

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Use Smart content blocks with Zapier

    10 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Make Start - Next - Finish navigation buttons work better with multiple fields

    Can you modify the navigation to work better in documents with lots of optional fields?

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  11. Pull Content Library Item to Document via Zpier

    Well I'm using zapier to connect various system.. And I have made a new template and saw that you have launch part #1 of smart content.. Where you can pre-define a content library to a "block" in the contract.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. Chat feature in templates

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Sort Pricing table by SKU

    6 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Change default font/color setting when adding product catalog items

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Ability to set a sender name with only the first name.

    Ability to set a sender name with only the first name.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  16. manual signing

    Ability to sign with mouse (or touchscreen)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. Auto-rename document logic / Rename Forms after completion

    Once a document has been completed by a customer if it is possible for that document to automatically have a name change

    17 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  18. Customize Integration token fonts style and size

    Customize Integration token fonts style and size

    • Alow the user to customize font style and size of the integration tokens
    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Ability to add a user to view a workspace for just a limited amount of time

    Ability to add a user to view a workspace for just a limited amount of time

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Add catalog to mobile app!

    Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!

    22 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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