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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6878 results found

  1. It would be useful to have the option to properly align checkboxes and other fillable fields within tables, so that for instances where you add information to the table, it doesn't misalign multiple checkboxes within a document or template.

    Currently if you manually align multiple checkboxes on top of a table and then, for example, add text to a table cell next to it which creates another line, it will misalign all of the checkboxes on the document. It would be helpful if instead of placing these checkboxes "above" the table, at least have the option to add it within…

    2 votes

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  2. Distribute products into Quote builder sections when pulling products from a CRM

    2 votes

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  3. Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.

    2 votes

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  4. Ability to add the table to the content library from the Form level.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Charge pop-up notification before sending the invitation to the account.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Jonas Encore CRM integration

    2 votes

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  7. default payment app across all documents, templates and forms

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. The PandaDoc Notary Journal is not within Indiana state standards. Is there away you can make the journal so that this information can be added?

    This is from the Indiana Notary Guide:

    For each remote notarial act, you must enter the following information in your electronic journal:
    • The date and time of the remote notarization
    • The type of remote notarial act (acknowledgment, oath or affirmation, verification on oath or affirmation, signature witnessing, copy certification, etc.)
    • The title or description of the electronic record (document) notarized
    • The full name of the principal
    • A description of how…

    2 votes

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  9. An option to hide text Boxes in some proposals that has the same content but needs to hide some details

    2 votes

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  10. 2 votes

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  11. 2 votes

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  12. Automatically stop recurring payment in Stripe.

    2 votes

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  13. Would like to have the ability to add a previously bundled item into a new bundled item.

    2 votes

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  14. Ability to have radio buttons next to each other, instead of in a vertical column.

    2 votes

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  15. Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  16. Include on the audit trail what exactly has changed via approval workflow

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  17. Option for text blocks to support multiple columns and text flow.
    If separate text blocks can be linked, then when one column is reduced in size the text automatically flows to the next column. Or, if a passage of text is removed, the remaining text flows accordingly.

    2 votes

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  18. Option to have a dashboard tile for document with new comments (separate resolved view and the view with unresolved comments)

    2 votes

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  19. Option to suspend the user and not to delete or transfer the user (temporarily disable the account).

    2 votes

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  20. My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.

    2 votes

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