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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6876 results found

  1. Contract that automatically sends to all participants after purchase.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. A way to tell the system that you want multiple quantities of the same item to show as separate lines or not.

    The current workaround for this, is to add the item, customize one of the custom fields. Then go and add another product of the same type. You then have to repeat this over and over for each one. It would be faster to be able to not have it default to just increasing the quantity.

    2 votes

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  3. Sending PandaDoc's in bulk with verification code

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Sender receives an email containing the collected files (from the collect filed field) once a recipient has completed their document

    2 votes

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  5. We would like to be able to mass update Content library items in tables

    2 votes

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  6. bookmark a page or content of a document similar to Word

    2 votes

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  7. Ability to view document pages beside each other, like in Word

    2 votes

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  8. We'd like to be able to bulk import data to a table

    2 votes

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  9. Being able to change the editor's background in PandaDoc. Note: Not the page itself but the outer part of the page.

    (When customers are scrolling docs on their phone, the grey isn't a super perceptible shade which makes it hard for them to differentiate one page to the next)

    2 votes

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  10. variable for a line item total

    2 votes

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  11. option to place GIF in "Send document" pop-up

    2 votes

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  12. Hide Empty columns in a table

    2 votes

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  13. document ellipsis option in the Document tab should be similar to the Home tab's, not just having a delete option but duplicate, rename, change status etc.

    2 votes

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  14. option to generate documents from Forms that were completed only

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Pass document status change date (draft-viewed-voided-completed etc) to SF PandaDoc lightning component instead of modified_date

    2 votes

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  16. Customer would like to have a recipients option to add rows and columns on the table

    2 votes

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  17. The Ability to change fields across the entire workspace, which would affect all templates with that particular field.

    i.e change the field ID across all templates

    2 votes

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  18. Ability to set up the payer to pay the transaction fee.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  19. the ability for users to subscribe to a different plan while part of a workspace from another account

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. 2 votes

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