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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7126 results found

  1. For example, if the customer has a numbered list go from 17.9 to 17.10 -- the text will be moved to the left a bit and the paragraph formatting will no longer be aligned.

    6 votes

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  2. 6 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)

    6 votes

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  4. Ability to assign fields via APi.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  5. if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
    In turn this make the pricing table longer if you have detailed descriptions or explanations.

    In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.

    Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.

    Separate issue - option to set currency to blank if accidently set to one. If you only…

    6 votes

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  6. After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    6 votes

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  7. Option to view all workspaces from the dashboard.

    An option that will allow the user to view all of his workspace from the dashboard.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  8. It is hard to know when a client is done editing a document. It would be ideal to receive a notification that they are done, rather than a notification for every edit they make. This will ensure we are both not working on the document at the same time.

    This feature would be best to be an option that can be turned on or off, so that you could still allow a team to work both live in the document.

    6 votes

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  9. most of our users prefer to create their documents, then download them and/or print them out instead of sending them out through PandaDoc or presenting them digitally in person. The problem there is that, even with an approval rule in place, it appears that users can still just create their document and download it, which would allow them to completely circumvent the approval process. That’s obviously a huge liability for us, which is why we’ve not made this particular service template available to anybody outside of our master workspace (which only very specific people can currently access). We were hoping…

    6 votes

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  10. Ability to modify the order of events to show whenever signers complete the document on top instead of chronological order only.

    6 votes

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  11. 6 votes

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  12. 6 votes

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  13. Integration with ADP

    6 votes

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  14. 6 votes

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  15. 6 votes

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  16. Would like metrics tracking contract negotiations data. Reps using, edits, etc.

    6 votes

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  17. Transfer data to: map pricing tables s in the original document with pricing tables in the new document.

    6 votes

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  18. 6 votes

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  19. Kami allows for your physical signature to be displayed in the signature field with transparent background. A picture of the signature on the page can be taken and uploaded to the signature field

    6 votes

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  20. Option to disable the document value for documents that have no commercial value.
    For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.

    6 votes

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