Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Add SecurePay as payment option

    1 vote

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  2. Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.

    If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state

    1 vote

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  6. Option for text block to spill over on another text block on the same page once theres no more room on the initial text block. same as 2 column layout in WORD

    1 vote

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  7. 1 vote

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  8. collect checks with Quickbooks

    1 vote

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  9. Add cryptocurrency pricing options on documents, eg Bitcoin, Ethereum, etc.

    1 vote

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  10. 1 vote

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  11. 1 vote

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  12. 1 vote

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  13. Option to change the document owner once a document is generated from CRM.

    • Will allow the creator of the account to choose the owner of the document once creted from CRM
    1 vote

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  14. 1 vote

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  15. Remove a document from a bundle and make it a totally separate document without having to use the content library.

    1 vote

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  16. For example:
    [Client.FirstName] [Client.LastName]
    [Client.Company]

    When we create documents from a template that that those variables formatted that way, the client company will be on the same line as first and last name and not on two separate lines.

    1 vote

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  17. Notion integration

    1 vote

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  18. 1 vote

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  19. 1 vote

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  20. When I PFD my quote that has boarders and images, the image and boarders overlap. Doesn't look very nice. Also, page breaks have not been figured out with with multiple pages using a pricing table. leaves an empty row at the bottom of the page. I can't upload photos because this forum will not let me.

    1 vote

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