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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7283 results found

  1. A feature to reminder for renewals to various recipients will be great!

    6 votes

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  2. Option to filter documents that is not linked to an Integration.

    -will allow the user to filter document that is not linke with Salesforce, HubSpot etc.

    6 votes

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  3. 6 votes

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  4. add text to the price column in the pricing table like: To be determined instead of the price

    https://pandadoc.zendesk.com/agent/tickets/371750

    6 votes

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  5. 6 votes

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  6. dynamically populate images on the document level from the "collect files" field

    6 votes

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  7. 6 votes

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  8. Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--

    6 votes

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    0 comments  ·  Approvals  ·  Admin →
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  9. In MS Word, I have the option of setting Headings and Paragraphs to "Keep with next" or "Keep lines together" or "Page break before". This would be a helpful feature in Pandadoc when I am doing contracts, there are certain places where I want to prohibit lines from being orphaned to a new page no matter how much content gets put in front of it. I don't want to use a page break because IF all the content CAN fit on a single page, then that is how I want it. But IF it needs to roll to the next…

    6 votes

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  10. 6 votes

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  11. 6 votes

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  12. 6 votes

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  13. 6 votes

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  14. Option to hide token/items from the template/document from specific recipients

    • will allow the user to hide tokens
    6 votes

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  15. Smart Content + Attachments

    6 votes

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  16. 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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  17. 6 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. 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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  19. Ability to assign fields via APi.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  20. 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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