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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7168 results found

  1. Customer is interested in having a notification/reporting for "legal clause deviations"

    example - if a legal clause is amended or changed in draft status the Admin gets notification that the clause has been changed (so they dont have to go digging through revision history - the part thats been changed is highlighted or called out)

    5 votes

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  2. Have the same functionality as PD word extension but within Google docs

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. 5 votes

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  4. Add advanced subscription pricing capabilities, so the recipient may select the subscription and items within it within pricing table

    5 votes

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  5. 5 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  6. 5 votes

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  7. Edit shared via different workspaces files

    5 votes

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  8. The ability to edit the pricing table formatting in the template when using the data merge feature

    5 votes

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  9. At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Submitted forms thru Template embedding to go to a specific folder.

    5 votes

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  11. 5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Re-generate links in case you've provided recipients with the wrong one without having to edit the document

    5 votes

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  13. 5 votes

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  14. Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.

    5 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  15. 5 votes

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  16. 5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent

    5 votes

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  18. label documents as wet signature completed

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  19. Ability to add borders to the uploaded image.

    5 votes

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  20. 5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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