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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6564 results found

  1. Quote Builder: Set Fee Over 100%

    Allow users to set the fee to over 100% in the Quote Builder.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Ability to set up the document currency based on the deal currency in a CRM

    Ability to set up the document currency based on the Zoho CRM field.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Footer width customization

    Make a footer (text block) a page wide

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Option to filter documents by whose turn to sign now is

    We have a problem with one signer, who is always not signing contracts on time, and want to see some list of contracts that are waiting for a signature from that person

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Bulk Unassign Recipients from Roles in Multiple Templates

    A feature that would streamline the process of removing pre-assigned recipients from the role in various templates simultaneously (in bulk).

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. Freshsales integration for Rooms feature

    Add more CRM integrations for the Rooms feature.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  7. Fields: Select what type of fields to auto-populate

    The option to select what type of fields a user wants automatically populated on uploaded documents. At the moment, the app populates all types of fields.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Walkthrough Arrow for Pricing Table Line Items

    'Walkthrough arrow' that would stop at pricing table items, guiding recipients to make a decision on each.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Company Cam Integration

    The option to integrate PandaDoc with the app called Company Cam.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Transfer data from one form to another form automatically

    To be able to transfer data from one form ( Form1) to another form (Form2) automatically, for example:
    I want to send someone our "Intake Form" (lets call it Form 1). THEN I want to take the information from Form 1 and input it into a new form (Form 2). THEN I want to send that new form (Form 2) and send it to get signed by the client.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. API: option to setup autofill with signing date when creating documents via PDF

    Option to set autofill with signing date when creating documents via PDF

    2 votes

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    0 comments  ·  API  ·  Admin →
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  12. Download the body of the document email message

    Download the body of the document email message

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Add Comment on Rejected Changes in Redlining

    When rejecting changes in the redlining feature, users should have the option to add a comment explaining the reason for the rejection. These comments should be saved and easily accessible for future reference.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Allow recipient to fill in/expand the table

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Allow the recipient to change the name and pricing of products

    Allow the recipient to change the name and pricing of products

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Automatically change straight quotation marks to curly quotation marks in PandaDoc Editor

    I am wondering if there is a way to make it so the quotes in a document are smart quotes (the kind that curve towards the text) instead of the straight quotes? I want to change straight/dumb quotes to smart/curly quotes in documents.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Updating values in the pricing table without the need to click outside the table

    Updating values in the pricing table without the need to click outside the table to save the values. Currently, if not to click and send the document right away, the value in the pricing table cell will not be saved.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Recipient experience: option to change document title

    Option for recipient to change the document title

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  19. PandaDoc as a Learning Management System

    PandaDoc as a Learning Management System

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. RazorPay Payment Gateway

    RazorPay Payment Gateway

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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