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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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257 results found

  1. Ability to set the display recipient's email address and not their names in the list view.

    5 votes

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

    2 votes

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

    1 vote

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  5. 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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  6. 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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  7. 2 votes

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    1 comment  ·  Other  ·  Admin →
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  8. The ability to see the initial email sent to recipients with custom messages.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  9. Resize the table in the Reporting section

    1 vote

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

    12 votes

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  11. be able to add smart content into the document header

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  12. 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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  13. Option to have the signature appear with a frame around it with the transaction ID number.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  14. 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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  15. 1 vote

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  16. 1 vote

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  17. 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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  18. Option to support 3rd party digital signatures

    5 votes

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

    1 vote

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  20. 1 vote

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