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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6930 results found

  1. The ability to show the sender's specific email address when Whitelabeling is enabled instead of just the organization's custom domain.

    4 votes

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  2. Option to convert /transfer info of normal table to the pricing table.

    -Will allow to convert or tranfer the data from a table to the pricing table

    4 votes

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  3. 4 votes

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  4. 4 votes

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  5. Option to create documents in page layout view instead of one long doc: Pandadoc seems to favour creating one long doc, like a webpage - I know you can add page breaks but it would be good to just have the option to work in a page layout view, like you would in google docs or something - the 'add page break' feature is a bit annoying, if I only intend to create a proposal or contract as a PDF, why not let me design it as such with pre-payout out pages.

    Thanks

    4 votes

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  6. Ability to see the width of a given box and than adjust the others until they are the same width

    4 votes

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  7. 4 votes

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  8. Localization in Swedish

    4 votes

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  9. Ability for a recipient to edit a form response after the form has been completed instead of having to resend a new blank form. I.E. A typo or missing information.

    Ability to add a note or reason for the sender asking the recipient to edit their form response.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. Option using zapier to update catalog items

    • this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
    4 votes

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  11. I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.

    If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state

    4 votes

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  12. 4 votes

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    0 comments  ·  API  ·  Admin →
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  13. 4 votes

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  14. Option to set document sequence numbers to be randomly generated rather than follow the sequence order.

    4 votes

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  15. customer wants rounded table design and not just plain box

    4 votes

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  16. Be able to set a default date on the date field, i.e. the birthdate year will most likely be in the 1980's. Set it as such so it doesn't default to 2022.

    4 votes

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  17. Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    4 votes

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  18. Option to add recipient even the document status is completed

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Option to retain the info on fields once the document duplicated..

    • Will retain the value / info on fields when document is duplicated.
    4 votes

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  20. For example -- so that each line item discount % would automatically be what is entered for the

    4 votes

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