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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5385 results found

  1. Ability to enable suggestions by default

    2 votes

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  2. Currently only Heading 1 occurs as a title in the Table of Contents. Since tables of contents don't recognize PDF page breaks as a new page number, my work around is to manually create page breaks, which means I also need to split my table of contents into 2 pages. It would be helpful if I could designate Heading 2 or 3 as a title, so that Heading 1 sorts into TOC 1, and Heading 2 or 3 sorts into TOC 2. Currently I am forced to populate Heading 1 into both tables of contents and delete the redundancies out…

    1 vote

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  3. Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    7 votes

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  4. Option to disable user's the possibility to add fields on top of documents

    1 vote

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  5. Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    https://pandadoc.zendesk.com/agent/tickets/507683

    1 vote

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  6. I've noticed that if a form looks good (fill in boxes) on my desktop the mobile device will often look different. But then when you print it from the desktop the boxes will be off if you've made it to look proper on a mobile device. Having them the same across all platforms would help a lot.

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  7. Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. The customer has to re-upload their signature every time they sign a document sent to them by another PandaDoc user. They would like to have their saved signature available when signing as a document recipient.

    4 votes

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  9. 4 votes

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  10. can I use operators as a condition? For example if "amount > 0" then show "content".

    1 vote

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  11. Would like to have an AND operator when using conditional content to populate content library items in a template.

    19 votes

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  12. Increase number of documents uploaded at one time in PandaDoc Notary. Instead of 10, maybe 20.

    6 votes

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  13. Native integration to similar apps for Affirm or AfterPay Payment Gateway

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Ability access other workspaces for document and template creation via the API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  16. 7 votes

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  17. Add Saved messages feature on mobile app

    9 votes

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    1 comment  ·  Mobile  ·  Admin →
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  18. Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
    Then, when the document is complete, they can download it.

    I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.

    This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.

    24 votes

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  19. 1 vote

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  20. Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc

    1 vote

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