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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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7244 results found

  1. Upload a signed PDF and PandaDoc will automatically sync it to the sent document.

    2 votes

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  2. Ability to create variable groups instead of all of the custom variables going into the Custom group

    2 votes

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  3. Ability to pull Report on the document value/deal value after the document has been completed, to retrieve the value that was agreed by the recipient.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. To have the option to report on or track anytime an internal user generated a PDF from PandaDoc template.

    2 votes

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  5. Contract that automatically sends to all participants after purchase.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. A way to tell the system that you want multiple quantities of the same item to show as separate lines or not.

    The current workaround for this, is to add the item, customize one of the custom fields. Then go and add another product of the same type. You then have to repeat this over and over for each one. It would be faster to be able to not have it default to just increasing the quantity.

    2 votes

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  7. Sending PandaDoc's in bulk with verification code

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Sender receives an email containing the collected files (from the collect filed field) once a recipient has completed their document

    2 votes

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  9. We would like to be able to mass update Content library items in tables

    2 votes

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  10. bookmark a page or content of a document similar to Word

    2 votes

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  11. Ability to view document pages beside each other, like in Word

    2 votes

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  12. We'd like to be able to bulk import data to a table

    2 votes

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  13. Being able to change the editor's background in PandaDoc. Note: Not the page itself but the outer part of the page.

    (When customers are scrolling docs on their phone, the grey isn't a super perceptible shade which makes it hard for them to differentiate one page to the next)

    2 votes

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  14. variable for a line item total

    2 votes

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  15. option to place GIF in "Send document" pop-up

    2 votes

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  16. Hide Empty columns in a table

    2 votes

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  17. document ellipsis option in the Document tab should be similar to the Home tab's, not just having a delete option but duplicate, rename, change status etc.

    2 votes

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  18. option to generate documents from Forms that were completed only

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Pass document status change date (draft-viewed-voided-completed etc) to SF PandaDoc lightning component instead of modified_date

    2 votes

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  20. Customer would like to have a recipients option to add rows and columns on the table

    2 votes

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