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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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5371 results found

  1. To be able to use variable to auto-populate names of the signers added in the recipient group

    4 votes

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  2. Bold the Grand Total in the Quote

    2 votes

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  3. Group a set of fields and require the recipient to fill in one

    3 votes

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  4. 2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  5. 2 votes

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  6. 4 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.

    3 votes

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  8. In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.

    6 votes

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  9. Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.

    2 votes

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  12. Ability to show text in table's rows and cells based on the variables' values (see the screenshot below)

    2 votes

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  13. 7 votes

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  14. The customer has requested the ability to disable the field alignment bar when dragging and dropping fields.

    2 votes

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  15. to be able to upload an image or photo in the collect files fields using API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  16. There is currently an automation to send certain templates to different folders upon completion, but I would like to have a rule that allows us to set a "name contains" value and based on that criteria, send it to the corresponding folder.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. The customer would like to hide or remove edit suggestions history from the recipient's view.

    2 votes

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  18. The customer would like the option for Salesforce to pass the variable values without including 'CAD' for the currency, displaying only the dollar ($) sign instead

    2 votes

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  19. Customer would like to have the ability to share the document created from CRM directly from the actual document to the room.

    3 votes

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    0 comments  ·  Rooms  ·  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!

  20. Does PandaDocs have a way to add a group, but allow the users to specifically select someone in that group to sent the template to.

    2 votes

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