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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6419 results found

  1. automatically place fillable fields in documents and templates without drag and drop option

    2 votes

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  2. Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used

    2 votes

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  3. Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

    2 votes

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  4. combine pdfs in single file

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
    For now, only regular products are updated in template.

    2 votes

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  6. Hi, After sending the document to the receipt , I would love to send a customized notifications on particular date or frequency, or with customized comments. Currently there is only one option, the reminder will go after every 3 days, it should be customizable with the text and should allow to set based on the user wish

    2 votes

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  7. Ability to delete a chat message on the template level.

    2 votes

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  8. For now there are no possibility to add responsive divider (just line - continuous, intermittent or dotted) that will visually divide different content blocks from each other horizontally or vertically. For now it possible to add horizontal divider with hack - create text field and put as much underscores (or dashes) as you need/want. But potentially such solution could brake alignment and position of other content block in document on exporting to Word (or any other external format) or rendering PDF.

    2 votes

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  9. image library restriction - accessible by Account Owners and users with Admin role only

    2 votes

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  10. Update document value if specific radio button is checked

    2 votes

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  11. If client input a checkbox into a document or template, use the automation feature to add pages from content library to the document

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. 2 votes

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  13. Automation: send Excel spreadsheet automatically once the document reaches Completed status

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. 2 votes

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  15. The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    2 votes

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  16. 2 votes

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  17. Ability to restore deleted images from the image library

    2 votes

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  18. It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).

    Thank you for your consideration!

    2 votes

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  19. Should easily display the signers name in the My Documents section
    I have to hover over the initials to see who the document is for

    2 votes

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  20. Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
    It'd be great to have suggest edits be more intuitive and obvious for a recipient.

    2 votes

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