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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. 3 votes

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  3. strikethrough without using text blocks and via drawing a line only

    3 votes

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  4. attach PandaDoc documents to another PandaDoc document via the Attachments app/feature regardless of the document status

    3 votes

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  5. (for example if I wanted to take "[Client.FirstName] [Client.LastName]" and make it "[Client.FullName]" to use in a MergeField.

    https://pandadoc.zendesk.com/agent/tickets/529706

    3 votes

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  6. Ability to add/update the footer on multiple items (documents, templates) at once

    3 votes

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  7. Additional functionalities in the inbox section like moving the received items to a different location

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  8. 3 votes

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  9. User is able to insert a (presumably smaller) document into a (presumably larger) document from the content block menu. So you would essentially add this in the same way you are able to insert a content block, but you're able to search for and select an existing document for insertion. Any variable values would lock and essentially be hard-coded into the receiving document.

    3 votes

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  10. Ability for signers to pay without having to finish document

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  11. From the API there is no way to download a PDF format of a Template

    3 votes

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    0 comments  ·  API  ·  Admin →
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  12. Remove the owner from being copied on every notification for all licenses

    3 votes

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  13. Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.

    3 votes

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  14. Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
    1) Quickbooks looks for pricing table and products in it (by name);
    2) If there is a match, product is put to Sales receipt;
    3) If there's no match, new product is created and put to Sales receipt;
    4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  15. audit trail link or option within the signature field - before or after the recipient signs the field

    3 votes

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  16. 3 votes

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    2 comments  ·  Forms  ·  Admin →
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  17. Restrict users from adding more than one condition to the rule within the Smart Content Block.

    3 votes

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  18. The client wants to be able to rotate the signature box so he can put it on the side, vertically

    3 votes

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  19. Right now, the recommendation is 200-300 per this HC article: https://support.pandadoc.com/hc/en-us/articles/360025472913-Manage-your-documents-templates-and-Content-Library-items#h_9d8b6eb6-bddb-4944-ae6f-934cfdbe6674

    Can we increase that number? For example, a client bulk sent 2,000+ documents and would like to bulk export the signed PDF documents in one download.

    3 votes

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  20. Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?

    3 votes

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