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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5384 results found

  1. decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.

    decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.

    To have this:
    1. Level
    I.Level 1.1

    https://pandadoc.zendesk.com/agent/tickets/429771

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Add Shared with me folder for Templates to mobile app

    Add the Templates > 'Shared with me' folder to the mobile app. As many of the master templates for an enterprise are shared from another folder, it makes sense to be able to access these from the app.

    9 votes

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    0 comments  ·  Mobile  ·  Admin →
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  3. Multiple themes when bundling documents

    Allow multiple themes when documents are bundled.

    20 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  4. Replace Source file for specific Page

    Would like to be able to Replace Source File for one specific page of the document instead of the whole document.

    14 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. Don't auto send the document to the next signer when share via link and signing order are set up.

    10 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Add documents to a bundle

    Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document

    18 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  7. Cover Page Width

    A way to adjust the Cover Page Width to be the same size as all documents

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  8. Profit Margin in Reporting

    Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. HIPAA compliant sign in for website (alternative to Forms)

    I need a HIPAA compliant online form that I can make in PandaDoc and embed into my website so patients can sign in. I can embed the forms I created but the form has an extra step that collects name and email address to view the document. This makes things very redundent

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  10. Resend expired documents in bulk

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Limit rights for collaborators

    Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Version history - export/download templates / Ability to print changed versions within PandaDoc UI

    version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    8 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. zoom functionality to the embedded iframe

    • Will allow the user to use zoom functions in embedded IFrame
    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Quote builder: show before and after discount pricing for a line item

    I was just wondering if when adding a discount to individual items from the catalogue if I can choose to show the price before the discount and the price after the discount? In the same way that when choosing a total discount for everything you can select to show a before and after discount amount.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    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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    0 comments  ·  Other  ·  Admin →
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  16. Ability to import information from Excel to pricing tables

    Ability to import information from Excel to pricing tables

    16 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  17. access emails history sent by pandadoc upon sending documents

    history of emails sent with email body text

    15 votes

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    5 comments  ·  Recipient Experience  ·  Admin →
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  18. Generate report on the time of document signing

    Ability to generate a report on the time when the document was signed

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Send a pdf of a completed document to approvers

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  20. Ability to view the background image within the page properties.

    Ability to view the background image within the page properties.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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