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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 2 votes

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    0 comments  ·  API  ·  Admin →
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  2. Option to hide specific fields, such as price and cost, in the Catalog for certain account users.

    2 votes

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  3. pass mobile and phone number from salesforce

    For now, only one number mobile or phone can be populated

    2 votes

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  4. Option to upload a custom font from Type Together

    2 votes

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  5. Have the option to fill in data field values for templates/documents in bulk instead of one at a time.

    2 votes

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  6. 2 votes

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  7. Pass images from Google Sheets to PandaDoc documents

    2 votes

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  8. In the case of a multi-year contract with recurring products used in the quote builder, the ability to reflect the total for each year is required. For example, Product A costs $1,000 per year, and Product B costs $2,000 per year, making the total $3,000 per year.

    2 votes

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  9. eForms subject line settings. Be able to have more control over subject line for eForms.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. When placing blocks side by side, resizing them is difficult because the dragger used to adjust the block sizes is too small, making it hard to grab and manipulate.

    2 votes

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  11. 2 votes

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  12. If merge rules are set and there is no product pulled from HubSpot to quote builder section, automatically remove the section

    2 votes

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  13. If we create a room for our larger clients (which may be upwards of 500 rooms), we of course would build those rooms from a template with a landing page to introduce the client to our products and to help them navigate the portal. But what happens when we need to update the information in the room i.e. we have a change of process or need to add a new document to all 500 rooms? Do we have to make those changes manually one by one or are there bulk update features available?

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. If text field width is not long enough to enter required data when using field validation, allow that field to scroll to enter full data but not resize text box due to limited space on form.

    2 votes

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  15. Ability to set conditions relating to typography.

    e.g

    Once the condition is met the segments/sections text will automatically go ''bold''

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. 2 votes

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  17. smart forms change button text from "submit" to "continue"

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. Download a document bundle as a single file DOCX

    2 votes

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  19. One Click Sending. When creating a new document from a template, it would be nice to have the option to send from the add recipients screen rather than having to click continue, open the document in PandaDoc, and then click the send button.

    2 votes

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  20. Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.

    2 votes

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