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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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276 results found

  1. Import Contacts using CSV file directly to Pandadoc

    15 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  2. Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    4 votes

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  3. permission to access reporting for Member role

    2 votes

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  4. RON Queue

    1 vote

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  5. Option to filter document in reporting via recipients name

    2 votes

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  6. Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    4 votes

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  7. Notarize more than one document per session without bundling.

    1 vote

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  8. There should be an option online to change the subscription plan to Free eSign plan.

    1 vote

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  9. Option to set expiration for link shared with the recipient.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  10. Latest activity in template level

    • will allow user's to view how long a user stayed in a page
    1 vote

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  11. 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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  12. 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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  13. Ability to have payment trail ( history ) in version history.

    2 votes

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

    1 vote

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  15. 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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  16. 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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  17. 2 votes

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

    1 vote

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

    8 votes

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