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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6930 results found

  1. Highlight Text in 2.0

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  2. ability to remove the privacy disclaimer when signer is signing the document

    ability to remove the privacy disclaimer when signer is signing the document

    5 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  3. Set Placeholder Defualts

    Have the ability to customize the default placeholder value for fields.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Pricing Table: Duplicate sections, Save sections, Merge Tables.

    It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!

    5 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Forms Usage Reporting

    5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  6. Ability to customize or add columns that show under the documents list

    Customize or add columns that show under the documents list, (e.g. if you'd like to see the cost, margin in the documents list)

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Option for a user to leave a workspace

    Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    5 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. check word count feature

    check word count feature

    5 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  9. resize multiple images in a template

    Ability to select two or more images and set them to an equal size ratio

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Sage 200

    Integration with accounting software like Sage 200

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Show Expiration Date variable value for approver

    5 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  12. Expand Folder View on the left hand side panel

    Have the option to keep folder section in side panel expanded

    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  13. Webhook event for doc completed by all recipients

    Webhook notification: document completed by all the recipients

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Quality of the uploaded PDF

    PDF upload improvements so the quality stays the same.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. The search bar is not user friendly

    When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Decline part of the document

    Decline part of the document

    5 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  17. Conditional logic for Hubspot

    Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is

    5 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  18. library of already added designs from Canva in PandaDoc

    library of already added designs from Canva in PandaDoc

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. "Required" field tag not overlapping text

    Re-orient "required" tag for fields so it doesn't overlap text on doc

    5 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Option to calculate values within the document that are placed outside of the PT

    Option to sum up values within the document, for example a user would like to add hour estimation underneath each section of a document and calculate them at the bottom of the page

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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