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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7629 results found

  1. Option to use custom variable/variable on pricing table

    • Will allow the sender to add custom variable on the Pricing table
    18 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Set expiration date when uploading the document

    Set expiration date when uploading the document

    18 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  3. Ability to set different fonts and sizes for the linked fields

    Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.

    18 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Add Image Library to banner side/enable full access to edit Image Library

    Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    18 votes

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    6 comments  ·  Templates & Libraries  ·  Admin →
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  5. Conditional logic for Qoute Builder

    Will allow the user to set conditional logic for Qoute builder

    18 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Date field MM/YY - Month/Year formatting option

    Ability to use MM/YY formatting for date fields.

    18 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  7. Option to restrict access to the workspace for the Account owner/Admin

    Option to remove Account owner/Admin from the workspace

    18 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Download specific pages of a document

    Be able to download a completed document's specific pages, to share separately.

    18 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Restore Deleted Contacts / Contacts list version history.

    The functionality to restore contacts that have been deleted and undo a contact import.

    18 votes

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    2 comments  ·  Other  ·  Admin →
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  10. Add documents to a bundle

    Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document

    18 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  11. More comprehensive pricing table design settings

    Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table

    18 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  12. Pricing Table: decimals editing on a cell level

    to change the decimals on the cell level

    18 votes

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    6 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Collect files field has option to show the file / Collect files field file is visible in a document

    Collect files field has option to show the file, like in Ev1. attach files can be viewed

    18 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. To be able to upload editable powerpoint

    18 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Export all documents list with statuses and other information

    Give option to export list of all Documents status.

    18 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  16. Automatically change document status if opportunity is closed.

    Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    18 votes

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    Idea  ·  1 comment  ·  Automations  ·  Admin →
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  17. copy the entire folder with templates/docs in it

    18 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  18. no extra page when adding item from content library

    no extra page when adding item from content library

    18 votes

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    Idea  ·  5 comments  ·  Usability Improvements  ·  Admin →
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  19. Recipient verification on Forms (Forms email validation)

    Allow the signer of the form to verify the email address as mandatory step to complete the form

    18 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  20. Hide rows in a pricing table

    Hide rows in a pricing table

    18 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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