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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7208 results found

  1. 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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  2. 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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  3. 4 votes

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    0 comments  ·  API  ·  Admin →
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  4. Option to set document sequence numbers to be randomly generated rather than follow the sequence order.

    4 votes

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

    4 votes

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  6. 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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  7. Option to add recipient even the document status is completed

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  8. For example -- so that each line item discount % would automatically be what is entered for the

    4 votes

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  9. Auto-adjust spacing or font size when variables are populated.

    4 votes

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  10. 4 votes

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  11. 4 votes

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  12. Ability to use conditional content in Zapier/Integromat.

    4 votes

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  13. Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes

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  14. 4 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

    4 votes

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  16. The functionality to sort templates in alphabetic order when creating a new document

    4 votes

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  17. 4 votes

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  18. Notification when the new document draft is created from the template

    4 votes

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  19. 4 votes

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  20. Option to change the image background color

    4 votes

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