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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7033 results found

  1. It would be great if Dropdown Fields could have a "enter-yourr-own-value" option. Like this:

    Favorite Color
    - blue
    - green
    - yellow
    - red
    - ENTER-YOUR-OWN-VALUE -

    ... so someone could fill in "chartreuse" or whatever their choice is, if it's not included in the suggested options.

    5 votes

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  2. I'd like to have a Variable appear multiple times throughout a template, but I want a dropdown option for the Variable.

    For example, let's say I need to specify one of 3 locations: US, AUS or EU. Let's say that choice is repeated in various locations throughout my template. Right now, PandaDoc offers no way to choose that option from a dropdown AND have it repeat throughout the document.

    I can either:
    a) make a Variable with no dropdown option, or
    b) create a Field with dropdown option, but I can't duplicate that field, so I'd have to manually re-enter…

    9 votes

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  3. When you create a new pandadoc via the Hubspot plug-in, the value of the pandadoc should be taken as a custom value, based on the amount field in Hubspot

    9 votes

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  4. The title of a form can automatically or manually be changed by form recipients.

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. Ticket log for account so users can see what other tickets have been submitted/what others have asked about.

    1 vote

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  6. Have an MP4 option added for the video block

    5 votes

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  7. 4 votes

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  8. 2 votes

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    1 comment  ·  API  ·  Admin →
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  9. pass tokens HubSpot to PD forms

    12 votes

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  10. Abilty to add an optional tick box when the table is restricted e.g. a column (such as the pricing column) is locked

    6 votes

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  11. The option for the client to have the same settings as the webapp in the moblie app.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  12. 1 vote

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  13. Please add a feature to access child Object attributes of any Parent Object in SalesForce, i.e in Opportunity there should be a feature to define Tokens for Opportunity Line Items as Line Items are in Child relationship to Opportunity.

    5 votes

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  14. 1 vote

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  15. 28 votes

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  16. Lock users from being able to change the default expiration date on documents

    4 votes

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  17. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. to enable a clinet to forward the document to more than one recipeint at a time. If a Committee needs to review the document, then it's really time consuming / unrealistic to expect a prospective customer to forward the email multiple times. In this day and age, its expected to forward to many users in one action.

    5 votes

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  19. Currently, when you resize an image, you end up with excess spacing on the sides of the image. The content block is not resizing with the image resize. Also the ability to use spacers to help resize images would be nice.

    4 votes

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  20. Allow for multiple images to be added to an image gallery like Squarespace where you can format select multiple formatting types. This will keep images spaced equally.

    5 votes

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