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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6193 results found

  1. Make the optional items in pricing table required for the customer to choose.

    62 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.

           - Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
           *Important: Make sure at least one field is assigned to the recipient to interact with the quote.
           - Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
           Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'

    More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

  2. 6 votes

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  3. Ability to change the color of the fillable fields / Changing the role fields color: change the color of the fillable fields / Change the color of the recipients in document

    253 votes

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    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are developing something similar that addresses the most common feedback related to field colors - confusion with similar colored fields. 

    While this enhancement does not allow you to pick the colors for assignees, it will ensure that no two assignees will have similar colored fields.

    The new color palette will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via alerts inside PandaDoc and here on our idea portal.

  4. Automatic creation of blank page when the text leaves the borders of the previous page (Ev2).

    3 votes

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  5. 4 votes

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  6. 2 votes

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    1. To set which from several identical field tags will be populated automatically;

    2. To set date field tag with the date of the opening the document by the client automatically.

    3 votes

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  7. Be able to paste images into editor instead of uploading using an image block

    30 votes

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  8. Copy Catalog Items and save as a new item

    30 votes

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    Idea  ·  2 comments  ·  CPQ - Catalog  ·  Admin →
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  9. Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.

    5 votes

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  10. 2 votes

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  11. 9 votes

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  12. 20 votes

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  13. if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc

    10 votes

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  14. Customer: evan@royalstone.ca
    MRR: $372.16

    I think the in-person signing experience when there’s a payment involved is very consuming and requires more steps than really necessary.

    If you try it out, you’ll see for yourself. The payment processors ask for way too many details and are not required on their own standalone apps. For example, on the Square app, all that is required is the credit card details. Using the Square on PandaDoc requires first name, last name, email, address, postal code, country, credit numbers.

    It’s very time consuming and is not a seamless experience. Most times, the payment doesn’t even…

    2 votes

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  15. Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    10 votes

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  16. Save and Doesn't save buttons for templates and documents.

    23 votes

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  17. Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    10 votes

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  18. change orientation for uploaded template

    12 votes

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  19. 2 votes

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