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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2991 results found

  1. Pricing table "enable quantity editing" set as required field

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  2. You can send documents to a recipient, and they can set the other recipient names/emails

    3 votes

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  3. We have a product in HubSpot with a multi-line description. It would be idea if the full description comes over in the correct number of lines

    3 votes

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  4. 3 votes

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  5. 3 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. The functionality of creating a document from a template is very good from the App, but it is not practical if you cannot do simple things like delete sections or pages, or include the value of the proposal. It would be great if you incorporated this kind of functionality.

    3 votes

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  7. Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.

    Thanks!

    (PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).

    3 votes

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  8. More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

    3 votes

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  9. Ability to not loose content when two users is editing the same doc at the same time

    3 votes

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  10. Variable that will type out total cost in words as well as numbers.

    3 votes

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  11. If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  12. So like in photoshop, when you hold shift it locks it on the horizontal axis or the vertical axis, so this would help massively when trying to align a check box with two different points. As when your trying to align a check box or any other box it goes a bit crazy with the snapping, it would make it cleaner and much more accurate to align multiple boxes.

    3 votes

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  13. a way to export the custom role permissions into excel file

    3 votes

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  14. 3 votes

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  15. Allow to add document links (link-sharing) to the respective records, to make emaling them easier.

    3 votes

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  16. SugarCRM two-way sync

    3 votes

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  17. Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

    3 votes

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  18. split the pricing table cost into 2 document values

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  19. Ability to add optional items as in pricing table to the simple table

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. Integration with Wrike

    3 votes

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    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

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