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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6100 results found

  1. Option to see "Shared with me" tab when using mobile app (on Android and iOS)

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  2. 2 votes

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    0 comments  ·  API  ·  Admin →
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  3. Option to hide specific fields, such as price and cost, in the Catalog for certain account users.

    2 votes

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  4. pass mobile and phone number from salesforce

    For now, only one number mobile or phone can be populated

    2 votes

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  5. Option to upload a custom font from Type Together

    2 votes

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  6. Have the option to fill in data field values for templates/documents in bulk instead of one at a time.

    2 votes

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  7. 2 votes

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  8. Pass images from Google Sheets to PandaDoc documents

    2 votes

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  9. In the case of a multi-year contract with recurring products used in the quote builder, the ability to reflect the total for each year is required. For example, Product A costs $1,000 per year, and Product B costs $2,000 per year, making the total $3,000 per year.

    2 votes

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  10. eForms subject line settings. Be able to have more control over subject line for eForms.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Integrate with EngageBay CRM

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. When placing blocks side by side, resizing them is difficult because the dragger used to adjust the block sizes is too small, making it hard to grab and manipulate.

    2 votes

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  13. 2 votes

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  14. If merge rules are set and there is no product pulled from HubSpot to quote builder section, automatically remove the section

    2 votes

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  15. Ability to add a recipient every time a form is submitted so that they receive an email notification and copy of the pdf

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. If we create a room for our larger clients (which may be upwards of 500 rooms), we of course would build those rooms from a template with a landing page to introduce the client to our products and to help them navigate the portal. But what happens when we need to update the information in the room i.e. we have a change of process or need to add a new document to all 500 rooms? Do we have to make those changes manually one by one or are there bulk update features available?

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  17. If text field width is not long enough to enter required data when using field validation, allow that field to scroll to enter full data but not resize text box due to limited space on form.

    2 votes

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  18. Ability to set conditions relating to typography.

    e.g

    Once the condition is met the segments/sections text will automatically go ''bold''

    2 votes

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  19. 2 votes

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  20. smart forms change button text from "submit" to "continue"

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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