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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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4568 results found

  1. 84 votes

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  2. 83 votes

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  3. Ability to turn off auto snap function when placing fields.

    83 votes

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  4. Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).

    83 votes

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  5. fields stay in place and move with content of text blocks ev2

    82 votes

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  6. Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    81 votes

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    Idea  ·  9 comments  ·  CPQ - Pricing Table  ·  Admin →
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  7. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    80 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  8. Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template

    80 votes

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  9. There should be a feature that allow you to combine templates and documents

    80 votes

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  10. Ability to choose/turn off which email notifications the recipients/Signers will receive.

    79 votes

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  11. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    79 votes

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  12. Integration with Close.io

    77 votes

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  13. Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    72 votes

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  14. Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    72 votes

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  15. 70 votes

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  16. Set client's default email subject (instead of X has sent you the document).

    70 votes

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  17. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    69 votes

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  18. Customize the Forms pop-up message that is visible when accessing a form from a website.

    68 votes

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    Idea  ·  9 comments  ·  Forms  ·  Admin →
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  19. 68 votes

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    Idea  ·  5 comments  ·  Localization  ·  Admin →
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  20. 67 votes

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