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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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483 results found

  1. It would be great to have a concise statement or graphic that shows how to download the document and assign new signers that we can add to the footer or main section of our messages.

    1 vote

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  2. 1 vote

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  3. Be able to use smart content and variables to update an existing table vs adding in a new table based or item.

    1 vote

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  4. 1 vote

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  5. When a document is declined - having the capability to edit one page within a series of pages, as opposed to having to start over. For example, page two of ten had an error, being able to replace (not just delete) just page 2 or edit only page 2.

    1 vote

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  6. Sometimes I need numbers only response, and not a typed word.

    1 vote

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  7. 1 vote

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  8. Ability to add radio buttons to the starting log in form while accessing the PandaDoc form (in order to populate the info from the radio buttons chosen via logging in into corresponding variables.

    1 vote

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  9. Users working on the document can bring up the document dialog that shows when first creating the document at any time (because user finds it easier to use this dialog than the others)

    1 vote

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  10. Ability to view and import Canva templates into PandaDoc would be helpful.

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. a way to use a 'checkbox' field in a template that can be clicked/unclicked when reviewing the doc rather than by a signer

    1 vote

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  14. If:
    -Template theme doesn't have a background image
    -Page of the template where conditional smart content block is placed doesn't have a backround image

    Then
    -Be able to pull the background image of the CLI for the page in the resulting document

    1 vote

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  15. 1 vote

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  16. Add an option to match layout of the uploaded file to pages in PandaDoc

    1 vote

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  17. Currently, there are limited options under Content Blocks, such as Text field, table, and pricing table. The issue that we are facing is that the document creator has too much flexibility to enter what they want in a text block. It would be very beneficial when they could select an option from a dropdown menu, which has been set up at template level. This also prevents issues with triggering smart content items based on the rules due to typos.

    1 vote

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  18. when writing up a contract with start dates and end dates.. it would be cool if we can add the DATE block where a calendar actually populates and we can see the dates - helps if we want to see if the date is on a weekend.

    1 vote

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  19. do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
    here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
    : but it stopped a while back, it would be great if they started publishing that again

    1 vote

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  20. 1 vote

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