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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6985 results found

  1. So like in photoshop, when you hold shift it locks it on the horizontal axis or the vertical axis, so this would help massively when trying to align a check box with two different points. As when your trying to align a check box or any other box it goes a bit crazy with the snapping, it would make it cleaner and much more accurate to align multiple boxes.

    3 votes

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  2. ability to add a rule to change from viewed to completed

    3 votes

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  3. Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    7 votes

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  4. 2 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  5. Podio CRM integration

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. Have the pricing table tax automate based on a zipcode within the document

    7 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  7. It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!

    5 votes

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  8. Make an area of a document required so that as long as some fields are filled out, the others do not have to be. Rather than assigning specific fields as required/not required

    6 votes

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  9. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Customer would like there to be a way to easily send over uploaded files to Google Drive. (uploaded files from Completed Docs added via Collect Files Field)

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. a storage for completed documents without making it as a draft

    11 votes

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  12. Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. 2 votes

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  14. 5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  15. Integrate quickbooks products library map to the pricing table, so when the sale gets recorded, to know which products sold.

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    27 votes

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  17. 1 vote

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  18. I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)

    I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!

    6 votes

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  19. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    42 votes

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  20. The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    12 votes

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