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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6430 results found

  1. In-person signing support document rejection (for now you can only sign).

    1 vote

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  2. 1 vote

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  3. Currently only Heading 1 occurs as a title in the Table of Contents. Since tables of contents don't recognize PDF page breaks as a new page number, my work around is to manually create page breaks, which means I also need to split my table of contents into 2 pages. It would be helpful if I could designate Heading 2 or 3 as a title, so that Heading 1 sorts into TOC 1, and Heading 2 or 3 sorts into TOC 2. Currently I am forced to populate Heading 1 into both tables of contents and delete the redundancies out…

    1 vote

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  4. A button to clear a product item from the row in a pricing table would be more streamline than needing to delete the title and description. See video of explanation below:

    1 vote

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  5. 1 vote

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  6. 1 vote

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  7. 1 vote

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  8. Ability to copy Pricing table from a completed document.

    How to copy a pricing table competed in one template and put the content into a different template. Not duplication because my header and footer fields are different. I just need to copy body.

    1 vote

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  9. Option to disable user's the possibility to add fields on top of documents

    1 vote

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  10. For example, if you sent the document to the recipient and then sent another - have the option in PandaDoc to recognise it is being sent to this particular client and categorise them into the same folder.

    1 vote

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  11. 1 vote

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  12. Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    https://pandadoc.zendesk.com/agent/tickets/507683

    1 vote

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  13. 1 vote

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  14. once clicking "review document" have the ability to fill out text fields that are put in place

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  15. can I use operators as a condition? For example if "amount > 0" then show "content".

    1 vote

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  16. 1 vote

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  17. Ability to add transaction ID# under signature.

    1 vote

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  18. 1 vote

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  19. Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.

    1 vote

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  20. A role which a user will only be able to view billing and not have access to documents, templates, etc.

    1 vote

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