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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7671 results found

  1. Auto-Capitalization Option

    Auto-Capitalization Option

    • will auto capitalize words on the document
    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Highlight required fields that need to filled out before sending

    Highlight required fields that need to be filled out before sending, for example, there are a couple of fields that need to be filled in before sending, like pay rate, start date, schedule, etc.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Smart content (conditional logic) - quicker response time

    Would like the smart content (conditional logic) to respond quicker.

    I have tried using this recent feature update but finding it extremely slow to react to a click and then display the field corresponding with the selection.

    I would see this as being frustrating for customers so have not implemented due to the slow nature of the dropdowns.

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  4. Twilio and Zuper

    It would be nice to have Zuper and Twilio integration with PandaDoc

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. link documents to Sugar CRM

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. Sync between prices in Pricing Table

    if the price is updated somewhere in the pricing table, ability to update the price automatically in another place

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Send documents to slack channels

    Proposals to Slack

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Ability for the mobile app to be rotated as per the mobile phone's settings: rotate documents on mobile

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  9. Exact.com

    Integration with Exact.com

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Use Canva Brand Kit

    I would love to use Canva's Brand Kit when using Canva in PandaDoc.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Decimal places in Document Value

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Have Different ways of page navigation: turn pages instead of scrolling

    The option to have other page navigation options other than scrolling the pages.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  13. Make Cost / Margin visible on PandaDoc mobile app

    Looking to be able to have other PandaDoc collaborators view the margin / cost in the pricing table.
    Currently you cannot view this column in the app.

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  14. Restrict editing of blocks when Suggest Edits is turned on

    When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.

    Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. trigger the creation of a subscription in Stripe that is delayed one month

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. convert numbers to words

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. Smart content: be able to pull CLI background image

    If:
    -Template theme doesn't have a background image
    -Page of the template where conditional smart content block is placed doesn't have a backround image

    Then
    -Be able to pull the background image of the CLI for the page in the resulting document

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Send document directly from the Hubspot to the customers avoiding Draft option

    It would be nice to send documents directly from Hubspot to recipients without editing them in PandaDoc.

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Disable horizontal scrolling option in mobile view / Limit scrolling sideways on documents in the app.

    The customer wanted to disable scrolling option in mobile view.

    3 votes

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    1 comment  ·  Mobile  ·  Admin →
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  20. Send as PDF with link to PandaDoc

    Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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