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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3829 results found

  1. Ability to choose the position of the signature certificate reference on a printed document (now it's at the bottom of the page by default)

    9 votes

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  2. A place where all workspace dashboards are available to view collaboratively

    1 vote

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  3. change app language to Indonesian

    4 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  4. 6 votes

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  5. Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.

    4 votes

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  6. Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  7. Improve Zapier functionality with new features, like tracking certain info, etc.

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. The new editor seems to have this function disabled, it was working with the old one. The dragging and scrolling on the new editor is alot slower

    3 votes

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  9. ability to view a document like a book

    2 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. ACH payment across different payment gateways

    17 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  12. when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
    In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
    Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.

    Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
    Thank you

    4 votes

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  13. When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  14. As a user I would expect Link2CRM to work like a normal link does within SFDC. If we a document is linked to an Opportunity it should also be linked to the account as this is what happens within the main PandaDoc application.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. 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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  16. ability to add a rule to change from viewed to completed

    3 votes

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  17. Add eyedropper to color picker in the Template and Document Editor for selecting font and background colors from logos and images

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Pause the document after 1 signer if you do not want other people to sign yet

    1 vote

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  19. 1 vote

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  20. The ability to do a surcharge for credit cards but not ACH

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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