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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. 2 votes

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  3. Ability to Export PandaDoc document as HTML

    2 votes

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  4. Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.

    2 votes

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  5. Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    2 votes

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  6. Integration with Follow Up Boss

    2 votes

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  7. Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

    2 votes

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  8. integration with coda.io

    2 votes

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  9. When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.

    2 votes

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  10. The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.

    2 votes

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  11. This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.

    2 votes

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  12. Ability to show text in table's rows and cells based on the variables' values (see the screenshot below)

    2 votes

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  13. The customer has requested the ability to disable the field alignment bar when dragging and dropping fields.

    2 votes

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  14. Adding Mercury Bank as a payment gateway to PandaDoc's integration.

    2 votes

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  15. The customer would like to hide or remove edit suggestions history from the recipient's view.

    2 votes

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  16. The customer would like the option for Salesforce to pass the variable values without including 'CAD' for the currency, displaying only the dollar ($) sign instead

    2 votes

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  17. Does PandaDocs have a way to add a group, but allow the users to specifically select someone in that group to sent the template to.

    2 votes

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  18. The ability for recipients to view and download document versions. The feature would allow recipients to download a version of the document that highlights any amendments or changes made.

    2 votes

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  19. Similar to the tracking available for views/clicks once a document has been sent, the leadership at my company would like to be able to track how long our users are spending creating / editing a document, in order to track improvements in efficiency. The report about time from created to sent includes all time spent waiting for information or outside of work, we would like to see only the time spent in a document!

    2 votes

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  20. Set a product price and change the currency for the document based on smart form selection.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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