Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. The option to show all the drop-down menu items in PDF downloaded.

    1 vote

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  2. 1 vote

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  3. An ability to set a custom folder design within the documents/templates tab - to change the color from grey to any other color

    1 vote

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  4. Automated navigation bar. Below is an example of a navigation bar that includes the names of every page in the proposal document. Again, we have to manually update this each time we add/remove a page which when you have 30+ pages, means you have to update it 30+ times. Is there a way that we could build automation into the headers on each of our pages that will automatically update it on the left hand side?

    1 vote

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  5. Fee option in Ev1.

    1 vote

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  6. CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  7. Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  8. 1 vote

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  9. 1 vote

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  10. support Payment block to carry over roles in API. For example, when the document is in awaiting for payment status, the send payment reminder settings in EV1 document is not available when the document is created via API even though the role who will pay is checked in the template level.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  11. The option to put a note in the pricing table without pricing, tax, etc (so only the note appears on the left as an item name and all other columns were blank).

    The option to change the color of the numbers in the price column.

    1 vote

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  12. Put a tickbox into different columns (in pricing table) - not only to the first one (with the name).

    1 vote

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  13. Send document via text.

    1 vote

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  14. 1 vote

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  15. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  16. The option to unlink and relink documents from all the SF objects.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  17. The option to put text into the subtotal column.

    1 vote

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  18. Render PDFs of complicated structure in the proper way.

    1 vote

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  19. Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. 1 vote

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