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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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122 results found

  1. Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.

    2 votes

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  2. would need to have a specific messages attached to every templates i have

    2 votes

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  3. 2 votes

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  4. 2 votes

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  5. 2 votes

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  6. Removal of content locking option if it is not available on the current plan.

    2 votes

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  7. "Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."

    2 votes

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  8. I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.

    2 votes

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  9. 2 votes

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  10. Ability to merge document in bundles.

    1 vote

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    • Will allow user to mass upload of document to template
    1 vote

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  11. Ability to customize a link/URL to show the client's name and order number.

    1 vote

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  12. 1 vote

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  13. Add 'Generated by user' section in the right-handed content library tab on a document

    1 vote

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  14. The alignment is way off. I had to move the text fields in the content template to make it line up properly on the document itself. I had to create and delete and test over and over just to make sure it matched properly for my co workers to use without an issue later.

    1 vote

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  15. 1 vote

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  16. Ability to set roles later on when setting reciepients..

    1 vote

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  17. 1 vote

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  18. 1 vote

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  19. 1 vote

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