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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6911 results found

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

    2 votes

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

    2 votes

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

    2 votes

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

    2 votes

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  5. 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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  6. variable for a line item total

    2 votes

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

    2 votes

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  8. Hide Empty columns in a table

    2 votes

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  9. 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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  10. option to generate documents from Forms that were completed only

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. 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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  12. Customer would like to have a recipients option to add rows and columns on the table

    2 votes

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  13. 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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  14. 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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  15. 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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  16. 2 votes

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  17. Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.

    2 votes

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  18. 2 votes

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  19. Conditional rule can be set up on date field

    2 votes

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  20. When inviting new members to a Workspace, an administrator may wish to limit the invitation to a specific period of time/days, so if the invite is never accepted, it would automatically expire and be removed as a pending invite in PandaDoc.

    2 votes

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