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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Ability to edit drop down options in a template

    You should have the ability to edit existing text in a drop down menu options of a template. I duplicated a template and have basic edits on dates/information but the bulk of the text will be remaining the same. The current capabilities allow me to add or remove new options but if I want to edit the text of an existing option, I need to retype out the entire text. This seems like a simple fix and would greatly improve the efficiency of creating templates with minor variable differences.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Option for the recipient to change the discount,

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. export attachments from hubspot deals

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. alphabetize list of content items when inserting / adding

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. Only be able to create a document via CRM

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Make Start - Next - Finish navigation buttons work better with multiple fields

    Can you modify the navigation to work better in documents with lots of optional fields?

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  7. Pull Content Library Item to Document via Zpier

    Well I'm using zapier to connect various system.. And I have made a new template and saw that you have launch part #1 of smart content.. Where you can pre-define a content library to a "block" in the contract.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Change default font/color setting when adding product catalog items

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. Ability to set a sender name with only the first name.

    Ability to set a sender name with only the first name.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  10. manual signing

    Ability to sign with mouse (or touchscreen)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  11. Restrict downloading before payment

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  12. Use arrow down to go into description field

    Option to use arrow down to go into description field in the pricing table

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Forms available in China

    Option to fill in Forms for users in China

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  14. Add a special icon for the collaborators in the "team" section.

    Add a special icon next to the rows, tweak the "Collaborator" tooltip to "Can edit, view, and comment only on specific documents shared with them."

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Change the email and its body for the notifications sent once the collaborator is added to the account.

    Change the email and its body for the notifications sent once the collaborator is added to the account, so it looks different and doesn't stress out the customer.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Download templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Filter documents by templates (see docs created based on a particular template)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Information Fields (Non Role)

    The ability to have placeholder fields that will be populated by third parties. These fields don't require a role because they will auto-populate.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Include data from subtask when making a document in Monday.com

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. Add a color dropper in the Color field for tables, text, extra

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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