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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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7116 results found

  1. 5 votes

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  2. The customer would like to be able to edit pricing table images from the catalog from within the document.

    5 votes

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  3. Ability to suggest edits to eForms.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. It would be great to be able to create a table of contents at the document level instead of page-level so when you send out multiple documents to a client/receiving party, it's easier to negative.

    5 votes

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  5. If we send a contract to be signed and the customer signs it as is, to automate the countersignature from our legal team. If no changes are made (no redlining), they don't need to see it.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.

    About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…

    5 votes

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  7. Moving pricing table sections above column names

    5 votes

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  8. White label email for reminders as well (not just initial email and expiration email)

    5 votes

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  9. Need the ability to replace PandaDoc email body content with HTML snippet through API. currently, the email body is customizable with only plain text.

    5 votes

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  10. We can apply styling to template variables through the web app. We need functionality where template variable value can be replaced with HTML snippet

    5 votes

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    0 comments  ·  API  ·  Admin →
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  11. 5 votes

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  12. My only suggestion is that we miss the payment block at the end of the document.

    5 votes

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  13. We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.

    5 votes

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  15. the inline comments to stay highlighted for recipients after sent

    5 votes

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  16. 5 votes

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  17. 5 votes

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    1 comment  ·  Approvals  ·  Admin →
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  18. webhooks history via API

    5 votes

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    0 comments  ·  API  ·  Admin →
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  19. Availability to add sub products
    for example PRODUCT A, needs to have PRODUCT A.1, PRODUCT A.2 etc

    5 votes

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  20. It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
    It is quite difficult to use a template for a separate client if the custom variable value should be changed.

    5 votes

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