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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6454 results found

  1. Be able to generate docs with pricing tables from custom entities in MS Dynamics

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. 3 votes

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  3. At this time, you have to use line item discount so that tax is calculated appropriately for each item and the total tax for the table. Can we add the ability to use the discount from the total section of the pricing table to calculate tax appropriately for each line item instead?

    3 votes

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  4. characters that take up space or have a formatting function but do not appear on the printed page

    3 votes

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  5. bulk move content library items to the templates tab

    3 votes

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  6. ability to Locked document feature via API

    3 votes

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    1 comment  ·  API  ·  Admin →
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  7. 3 votes

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  8. I'd like to be able to insert fields into the contract that require the recipient to update their contact information. Then, I'd like that information to be automatically added or updated in the contacts. Then, I'd set up other integrations to update my client's information across all of my platforms.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  9. It would be great to have the option of hiding documents that are in the process of being formatted until they are ready for team use.

    3 votes

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  10. Global design panel to manage advanced design across ALL workspaces.

    3 votes

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  11. All document units are expressed in inches - even where the document size is metric (A4!).

    Allow a global setting alongside language localization to allow for metric measurements to be used, so page sizes and margins can be expressed in mm with the option per-document for this to be changed (though the latter probably not required).

    3 votes

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  12. Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
    HR (employee handbook, tax forms, training video, etc.)
    Marketing (one pager, services catalog, upcoming events...)

    3 votes

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  13. countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  14. 3 votes

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    0 comments  ·  API  ·  Admin →
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  15. 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.

    3 votes

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  16. Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    3 votes

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  17. Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a backup recipient.

    3 votes

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  18. Ability to suggest edits to eForms.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. If a variable in HubSpot is blank let the system to insert a text field and assign it to the recipient to gather the information instead of the blank variable

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. So it seems the doctype is not something where the columns would go away. I would suggest if possible - the option when se

    3 votes

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