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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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487 results found

  1. Price write out option. For example if the total is $1,254.25 their should be an autofill option that will automatically write it out.

    Auto change of Numeric to word in the document. For Example convert INR 50000 to Rupees Fifty Thousand

    I want to update the salary of 2000 people in a bulk send. So if i input the salary in numeric the template should automatically convert the numeric form in to alphabetic form
    For Example Heading is Monthly Salary and the numeric form of Salary is INR 12,000. The document should be able to convert the numeric form into alphabetic form as Rupees Twelve Thousand Only.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Ability to have payment trail ( history ) in version history.

    Ability to have payment trail ( history ) in version history.

    2 votes

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  3. payment option using Authorize.net to delay based on a value in Salesforce

    payment option using Authorize.net to delay based on a value in Salesforce

    1 vote

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  4. Keep the hyperlink image in exported PDF

    Hyperlink image in PDF

    The image with hyperlinks works in PandaDoc but it is not clickable in PDF.

    https://pandadoc.zendesk.com/agent/tickets/407458

    1 vote

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  5. Open the hyperlinks from PDF in the different tab

    Open the hyperlinks from PDF in the different tab as for now if you click on the hyperlink, it opens in the same window and you need to click back in the browser to get back to the PDF.

    https://pandadoc.zendesk.com/agent/tickets/407458

    1 vote

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  6. Personal History of Changes: Undo previous actions within account / workspace

    track my own history and undo previous changes

    2 votes

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  7. Receive a copy of email sent to client

    The ability to see the initial email sent to recipients with custom messages.

    2 votes

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  8. Resize the table in the Reporting section

    Resize the table in the Reporting section

    1 vote

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  9. Option to switch off "User joined workspace" notification for Admin users

    Option to switch off "User joined workspace" notification for Admin users

    11 votes

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  10. smart content in header

    be able to add smart content into the document header

    6 votes

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  11. Ability to automatically pause a subscription

    Allow the option to pause an account automatically for a set period of time, such as a seasonal hold.

    3 votes

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  12. Option to have the signature appear with a frame around it with the transaction ID number.

    Option to have the signature appear with a frame around it with the transaction ID number.

    2 votes

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  13. Social media links previews to be branded as the company workspace, not PandaDoc

    Able to preview a link with customized branding settings like logo and look and feel when shared in social media sites. Please add this option

    We will be sharing links to proposals in messenger services like on LinkedIn. We want the preview to be branded with our company, not pandadoc.... where are the settings to customize the link preview and icons that show?

    1 vote

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  14. improving the search tool in Help Center

    1 vote

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  15. ability to sort contacts on the order of when they are put in the system

    1 vote

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  16. Generate links for documents in bulk, generate and send via links for bulk send

    Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    5 votes

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  17. Option to support 3rd party digital signatures

    Option to support 3rd party digital signatures

    5 votes

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  18. Ability to check which of the documents have files attached via "collect files" field.

    Ability to check which of the documents have files attached via "collect files" field.

    1 vote

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  19. The ability to download a PDF of a document without fields/content blocks.

    1 vote

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  20. If value is greater than * then, if less then * then

    3 votes

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