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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7136 results found

  1. Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)

    2 votes

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  2. As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  3. 2 votes

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  4. Change the field type, i.e. changing the signature field to a text field

    2 votes

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    1 comment  ·  API  ·  Admin →
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  5. A tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application

    2 votes

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  6. Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  7. set some rule where if Option X is selected (In this case the upgrade offer on that template) then a line item in the pricing table is removed (in this case, the set up fee line item)

    2 votes

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  8. The ability to splice existing paragraphs in a document, similar to video or music editing software. This would allow users to easily add line breaks or page breaks within a paragraph.

    2 votes

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  9. Ability to upload more than 10 files to Attachments

    2 votes

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  10. Automatically apply the signer's name to the document completion notification

    2 votes

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  11. 2 votes

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  12. The ability to split documents into different folders.

    i.e I send a 4 page doc, and i would need page 1-2 in one folder and 3-4 in another folder

    2 votes

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  13. We'd like to restrict the users from adding new pages to the templates

    2 votes

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  14. Increase the number of characters for template title

    2 votes

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  15. Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.

    2 votes

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  16. switch PandaDoc accounts without logging out and logging back in

    2 votes

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  17. It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Easier way to replace fields with same shape and size content blocks

    2 votes

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  19. Calculate a total for a pricing table plus a regular table

    2 votes

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  20. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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