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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7423 results found

  1. Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.

    6 votes

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  2. The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.

    6 votes

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  3. 6 votes

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  4. Include document content in reporting (products, tokens, etc).

    6 votes

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  5. Headings auto-numbering doesn't work on cover page

    6 votes

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  6. 6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    6 votes

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  8. Default theme for Ev2 in Settings.

    6 votes

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  9. Pass the complex line item description formatting from Salesforce to PandaDoc

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Ability to upload audio files like mp4 to PandaDoc documents

    6 votes

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  11. PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.

    6 votes

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  12. Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.

    6 votes

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  13. 6 votes

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  14. 6 votes

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  15. Collect a payment and have it charged like a week later?

    6 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  16. 6 votes

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  17. Add tags to many templates in one click

    6 votes

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  18. Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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  19. I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?

    6 votes

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  20. Warn document creators that information required by them for fields is missing when sending documents.

    6 votes

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