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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. Ability to add a shipping cost row into the total of the pricing table.

    3 votes

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  3. Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.

    3 votes

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  4. The new editor seems to have this function disabled, it was working with the old one. The dragging and scrolling on the new editor is alot slower

    3 votes

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  5. As a user I would expect Link2CRM to work like a normal link does within SFDC. If we a document is linked to an Opportunity it should also be linked to the account as this is what happens within the main PandaDoc application.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. 3 votes

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  7. So like in photoshop, when you hold shift it locks it on the horizontal axis or the vertical axis, so this would help massively when trying to align a check box with two different points. As when your trying to align a check box or any other box it goes a bit crazy with the snapping, it would make it cleaner and much more accurate to align multiple boxes.

    3 votes

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  8. ability to add a rule to change from viewed to completed

    3 votes

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  9. Ability to change the default Country and State in card details field.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Option to add content library items as attachments to the documents

    3 votes

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  11. template gallery in german

    3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  12. The ability to change the date under your name in your Inbox in PandaDoc - sending date should be visible instead of the date when a document was created.

    3 votes

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  13. I'd like to indent the first line of a paragraph, but when I press tab it indents the entire paragraph.

    3 votes

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  14. Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.

    3 votes

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  15. Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. 3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  17. When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  19. User would like to have an ability to integrate with Pipeline Deals CRM.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.

    It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.

    3 votes

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