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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5919 results found

  1. Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    3 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  2. Participants tokens to be passed from Pipedrive

    (info about participants linked to a deal object, for instance)

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Send reminder from document view

    A button on the document board to easily send reminders

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  4. Make an Attachment that will have the recipients open and acknowledge.

    Make an Attachment that will have the recipients open and acknowledge.

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  5. Pricing table "enable quantity editing" set as required field

    Pricing table "enable quantity editing" set as required field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Whiteout option on documents

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. single row table

    A single row table would be very helpfull for a sum on a quate

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Recipient names can be set by other recipients

    You can send documents to a recipient, and they can set the other recipient names/emails

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  9. Default settings to enable only future dates for all the fields on the account level

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Zoho Inventory

    Integration with Zoho Inventory

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Free Agent integration

    Be able to link with Free Agent

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Disable the very first notification for a From

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. can the Fee column be automated from the catalog

    can the Fee column be automated from the catalog

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  14. Be able to delete the outline of the checkboxes

    3 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  15. "Save for later" option on Documents/Forms

    It would be great to have a "save for later" option, especially when there are a number of steps that different team members need to complete - for example, a new starter checklist. Currently there is only the option to "finish"

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Delete pages from the App

    The functionality of creating a document from a template is very good from the App, but it is not practical if you cannot do simple things like delete sections or pages, or include the value of the proposal. It would be great if you incorporated this kind of functionality.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Label on the pages

    It would be very useful to be able to name the pages of the document in such a way that when an audit of the proposal or contract is carried out, it is possible to know if what the client saw the most was the "pricing" page, the "cover" or which of the particular sections.

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  18. I can't copy the text I entered in a field

    It'll be easier if I can copy and paste what I entered into the text field so because drag and drop duplicated field may not always be easy.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Allow source file feature to work for non-uploaded templates and documents.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Allow 'page' titles to be edited

    Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.

    Thanks!

    (PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).

    3 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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