Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. It would be a great idea if we could make PandaDoc accessible for customers who use PandaDoc and do not have always have access to the internet. Then when they do get access to the internet PandaDoc will automatically upload/download the content that was created or entered.

    Use case: Customer is in home with clients who may not have internet access, they want to be able to fill out all the paperwork in home with the client and have it lock document and still be a legal document. Then have it sent out to all recipients once there is internet…

    1 vote

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  3. 1 vote

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  4. Ability to lock down or restrict editing on Document Title

    1 vote

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  5. 1 vote

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  6. The functionality to see a variable has a value or is blank within a smart content block

    1 vote

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    1 comment  ·  Workflow  ·  Admin →

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  7. 1 vote

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  8. Option to attached uploaded items on the document to the CRM.

    • Will include attached item in document when link to CRM.
    1 vote

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  9. To avoid any products potentially not being pulled in from HubSpot in case there is no merge rule created for this product to be pulled into specific section. Option to create a rule: for each variation of “category “in the listed products, then the system creates a table section for each category and places the products from that category into that section? Including a section for products with no category.

    1 vote

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  10. A way to set conditional qty pricing for 1 item in the document itself. To make a qty field show a different Price per item using a conditional formula in the document itself so that if the client chooses 1-3 (QTY) Campaigns, the price is $1500 per Campaign and if the client chooses 4 (QTY) or more campaigns, the price per campaign is $1000

    1 vote

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  11. 1 vote

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    0 comments  ·  Mobile  ·  Admin →

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  12. 1 vote

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  13. Be able to change the color that the check mark on a pricing table is when downloaded. Currently, it downloaded grayed out, which is difficult to see when printed.

    1 vote

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  14. Add pricing buttons to the pricing table where if you click the button it then goes into the total.

    1 vote

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  15. 1 vote

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  16. in pricing table for long text could be hidden/reduced until the recipient clicks on a link/button/widget to open it

    1 vote

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  17. 1 vote

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    0 comments  ·  Other  ·  Admin →

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  18. If the Recipient did not enter the verification code correctly after 3 times, the signature field should be cleared. The recipient should have to resign the document again. The sender should also be notified that the code was not entered correctly.

    1 vote

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  19. Option to send Promotional Flyer to all who receive a document/Qoute

    1 vote

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    0 comments  ·  Other  ·  Admin →

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  20. Ability to move a document to a folder from collaborators end.

    1 vote

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