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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. Pricing table summary reorder columns (or support RTL). Reorder columns in the pricing table total section.

    One should have the option to reorder columns of the summary part of the pricing table, not just the pricing table itself, but the summary table which consists of two columns, we should be able to reorder them as for RTL languages the text should appear on the right whereas the numbers should appear on the left.

    7 votes

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    1 comment  ·  Localization  ·  Admin →
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  2. checks with Quickbooks

    collect checks with Quickbooks

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Remove all required fields at once

    remove all required fields at once

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  4. Notion

    Notion integration

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Option to have a PandaDoc Lawyer to review the document before it was sent.

    Option to have a Lawyer to review the document before it was sent.

    7 votes

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    2 comments  ·  Security & Compliance  ·  Admin →
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  6. The ability to center / align all information in the pricing table (QTY, Price, etc).

    Right now, we can only center the text for text columns.

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Items preview in the Content library (change content library item list view)

    Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  8. Add Tax field to Zapier 'Create Document in PandaDoc' action

    The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.

    This means we can't include tax on our quotes.

    It includes all the other important fields, so it would be great if this one could be added.

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Add a middle name to personal information

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Apply design theme to table of contents as well. Table of contents formatting from custom design.

    Ability for headers/footers and Table of Contents adhere to the document Design Theme

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. Copy block from one document and paste into another document

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. multiple approvers in same approval group

    We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  13. Created by in salesforce should be the document creator

    when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Webhook Payload should include reason for Declined Document

    Would be great if the Webhook payload for Document Status Change showed the reason that a document was Declined.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. text next to radio buttons

    Ability to have a text field attached next to radio buttons.

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Copying a document from the document page

    Give an ability to copy the document from the document page. Ideally to have this function available when a client clicks three dots.

    7 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  17. Connect two separate CRM accounts to one PandaDoc workspace.

    Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.

    7 votes

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    2 comments  ·  Integrations  ·  Admin →
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  18. Sort templates shown when creating documents via CRM integrations

    Sort templates when creating documents via CRM integrations by Title, etc.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Smart content: rule 'contains' or 'does not contain'

    Add a rule which say 'contains' or 'does not contain'

    7 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  20. download signature from the signature field

    download signature only from the document

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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