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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6442 results found

  1. All document units are expressed in inches - even where the document size is metric (A4!).

    Allow a global setting alongside language localization to allow for metric measurements to be used, so page sizes and margins can be expressed in mm with the option per-document for this to be changed (though the latter probably not required).

    3 votes

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  2. Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
    HR (employee handbook, tax forms, training video, etc.)
    Marketing (one pager, services catalog, upcoming events...)

    3 votes

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  3. countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  4. 3 votes

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    0 comments  ·  API  ·  Admin →
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  5. It is sometimes important to be able to highlight specific elements within a single image. The ability to add a pointer (numbered), that corresponds with a list that details each numbered pointer would be very valuable.

    The attached image would demonstrate a method of doing this.

    3 votes

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  6. Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    3 votes

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  7. Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a backup recipient.

    3 votes

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  8. Ability to suggest edits to eForms.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. If a variable in HubSpot is blank let the system to insert a text field and assign it to the recipient to gather the information instead of the blank variable

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. So it seems the doctype is not something where the columns would go away. I would suggest if possible - the option when se

    3 votes

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  11. automatically figure out the Price of an item based off of the Cost I put it and the Margin I would like.

    3 votes

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  12. ability to auto-adjust fields size so the input will not be cut off afer you auto-place fields during upload

    3 votes

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  13. The option to ignore smart content block if no CLIs are used when document is created via API.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  14. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. 3 votes

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  16. one recipient to review document (without signing) before sending to another recipient. "Signing order" for viewers of a document.

    3 votes

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  17. configure the pricing table, to show price with discount and extended price column.

    3 votes

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  18. 3 votes

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  19. option to save completed document on different location of device rather than a default location of downloads

    3 votes

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  20. 3 votes

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