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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Trying to get to the context menu for an individual row in a pricing table (shown in attached screenshot) is unreliable and frustrating. The arrow only appears on hover, but not instantly and not every time. I need to click in and out of the row, hover my cursor on and off the field multiple times before I get the arrow to appear. Since this is the only way to access essential features like deleting a row or enabling an optional item, this arrow should be permanently visible, not just sporadically on hover.

    1 vote

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  2. Customer would like to have the ability to assign specific sections of a document to their internal teams to work on.

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  3. 1 vote

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  4. Have the option to remove/hide card details field for users to add to docs.

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  5. Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.

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  6. Toast Restaurant POS integration

    1 vote

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  7. I have different tags to documents, which has helped differentiate just by looking at the tab, but if we could pick a color for a created tab that would be beneficial.

    1 vote

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  8. 1 vote

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  9. Add a resume template to the Template Gallery

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  10. Allow to set up automatic printing of the document in the web app

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  11. 1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  12. ability to sent a copy of the document (pdf) automatically even if it hasn't been completed

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  13. Our users upload PDFs to PandaDoc for signing and then copy them from PandaDoc to our servers for our records. I wwould like to make a feature request to have files scanned for viruses prior to uploading. Thank you.

    1 vote

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  14. Immediate payment option in billing page

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  15. Allow each user to upload from separate google drive accounts rather than the same google drive account

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  16. Lost a 100 user customer due to not having a direct integration

    1 vote

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  17. need to separate out each document into it's own pdf.

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  18. Be able to upload a document to the upload file field at the template level so that you do not have to add it at the document level each time a document is sent out (this is to be done by the sender of the document and the attachment is always the same)- This would allow for attachment to be in body of document rather than at bottom of page

    1 vote

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  19. Integration with ArchiOffice
    ArchiOffice is a project management software for accountants. https://www.bqe.com/products/archioffice

    1 vote

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  20. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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