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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 4 votes

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  2. 4 votes

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  3. It is sometimes important to be able to highlight specific elements within a single image. The ability to add a pointer (numbered), that corresponds with a list that details each numbered pointer would be very valuable.

    The attached image would demonstrate a method of doing this.

    4 votes

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  4. Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.

    4 votes

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  5. Ability to disable the emails that are coming upon user invitation in SSO.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Ability to rename the document sequence.

    4 votes

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  7. configure the pricing table, to show price with discount and extended price column.

    4 votes

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  8. When bulk downloading ZIP file, each pdf name should match the csv document title.

    4 votes

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  9. ability to disable document forwarding for public view.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  10. From a customer, "you should be able to put a label on a variable".

    4 votes

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  11. Ability to update the contacts list via mobile application!

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  12. 4 votes

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  13. When duplicating a document, to preserve the information (payment data).
    It would be helpful to have a toggle to allow the payment data to transfer to the new document when duplicating it.
    example: A completed agreement for an event with the number of guests, deposit, and date.
    Then the client needs to update the number of seats where the deposit needs to be updated; when duplicating the document, the deposit amount could be updated while maintaining payment data.

    4 votes

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  14. get the PDF directly to Monday and not a link

    4 votes

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  15. Allow for [Shift + arrow keys] to adjust the height and width of selected fillable fields to get the exact size needed. Compare to Adobe Sign. [Shift + arrow up/down] adjusts field height. [Shift + arrow left/right] adjusts field width.

    4 votes

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  16. Be able to do the following: pass the selected items by the recipient in a Document A to the pricing table into the Document B

    4 votes

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  17. update a deal status in hubspot when using a bulk send (possibly with Zapier). So when a document from the bulk send is completed - update a deal status to completed.

    4 votes

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  18. stretch an image to the edges in the header (both on the left and right side)

    4 votes

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  19. 4 votes

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  20. Be able to upload and convert DOCX file to editable in Salesforce integration

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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