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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6837 results found

  1. Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table.

    1 vote

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  2. Customer would like to rearrange the titles on the dashboard

    1 vote

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  3. The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.

    1 vote

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  4. Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.

    1 vote

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  5. Currently, the option to convert a document into a template is available, but I find this process to be less than optimal. While templates are undoubtedly useful for recurring use, there are instances when duplicating a document directly would be more efficient. The challenge I face is that, with the current system, I end up with numerous "templates" that were intended for one-time use, making it difficult to distinguish them from my official templates.

    Hence, I would like to suggest the implementation of a direct document duplication feature. This feature would allow users to effortlessly create a copy of any…

    1 vote

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  6. hide the option to Create a trial account when the document is completed

    1 vote

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  7. View a list of all unused variables within the account

    1 vote

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  8. Ability to set up "Home overview" section in a way so that all users' documents are visible there.

    1 vote

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  9. 1 vote

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  10. add Maverick payment gateway

    1 vote

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  11. a version history could be displayed on the main title page for the template/content library etc. So we can see at a quick glance when something was last updated.

    1 vote

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  12. 1 vote

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    0 comments  ·  Payments  ·  Admin →
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  13. 1 vote

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  14. When receiving a large number of docs at the end of the month, it becomes overwhelming to manage them and it becomes difficult to mark off where the docs are at in the process. Feature would be an area to add an annotation to keep track.

    1 vote

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  15. Customer would like the Canopy to be integrated to PD

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. Use different types of bullet points in the same table block

    1 vote

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  17. Indent bullet points inside of table

    1 vote

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  18. Option to set up signing order in mobile app

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  19. Customer would like to automatically remove any empty row in the table when he export data from an excel.

    1 vote

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  20. Customer would like to download the document via automation in separate PDF files when the document is in bundled.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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