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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4071 results found

  1. Ability to integrate PandaDoc with monday.com desktop app

    21 votes

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    2 comments  ·  Integrations  ·  Admin →
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  2. Gridlines / Ruler

    Would love a gridline or ruler option to overlay on page to help with lining up text & images

    21 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  3. Ability to invite users into multiple workspaces at once.

    Ability to add multiple users to multiple Workspaces all at once

    21 votes

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    Idea  ·  4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Show price before and after discount (tax, fee)

    Include the option to show the subtotal after discount but before tax in the summary section of the Quote Builder.

    21 votes

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    Idea  ·  5 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Inline comments in templates

    21 votes

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    Idea  ·  2 comments  ·  Templates & Libraries  ·  Admin →
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  6. Remove old documents automatically: to have the trash bin automatically delete all after a set time

    Remove the documents that are older than X automatically.

    21 votes

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    Idea  ·  7 comments  ·  Automations  ·  Admin →
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  7. Attachments visible from the document view for the recipient: embedding an attachment into a document

    21 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  8. Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.

    If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    21 votes

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    Idea  ·  7 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.

    Auto Place fields even without field tags.

    21 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Headers/footers for uploaded pages

    when adding file the page header and footers are not applied. Do you have a solution for this?

    21 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Multiple currencies on the dashboard

    ability to enable multiple currencies on the dashboard

    21 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  12. Acumatica

    Integration with Acumatica

    21 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  13. Recipient view in Hebrew

    Recipiet view in Hebrew

    21 votes

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    Idea  ·  3 comments  ·  Localization  ·  Admin →
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  14. Set default page size and margin to be applied with the theme

    21 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  15. [Content Library] download content library items

    Add ability to download CLIs

    21 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  16. SEPA Direct Debit

    Ability to set up SEPA direct debit through PandaDoc

    21 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. CRM Product fields are passed over tokens/variables

    Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    21 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  18. Allow Bulk Send to send multiple documents to the same email

    I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    20 votes

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    3 comments  ·  Other  ·  Admin →
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  19. hide the discount column automatically if the discount is 0%

    hide the discount column automatically if the discount is 0%

    20 votes

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    3 comments  ·  Automations  ·  Admin →
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  20. Smart content for forms

    20 votes

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    3 comments  ·  Forms  ·  Admin →
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