Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    2 votes

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  2. 2 votes

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  3. Automatic creation of blank page when the text leaves the borders of the previous page (Ev2).

    2 votes

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  4. 2 votes

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  5. A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  6. Possibility to change sequence number after the document has been sent.

    3 votes

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  7. 3 votes

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  8. 1 vote

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  9. Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  10. Option to use Payment block without configured gateways.

    3 votes

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  11. When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    3 votes

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  12. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  14. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  15. Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  16. When tag is applied the date modified time stamp should update. This would allow for better reporting.

    3 votes

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  17. The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. 2 votes

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  19. change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  20. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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