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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7238 results found

  1. Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.

    1 vote

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  2. 1 vote

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  3. If a document has a .gif image, when it is downloaded the gif is still animated in the pdf file.

    2 votes

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  4. 3 votes

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  5. Client would like a person in the approval group to be able to suggest edits, but still be able to approve the document at the end of the workflow. Current if you're a collaborator you're unable to also approve a document. Instead of listing the same email for collaborator and approval group (and more importantly to eliminate the approval email that goes out) the client would like the collaborator to be able to suggest edits and then approve the document on the spot without further next steps post suggesting edits.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.

    2 votes

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  7. Customize footer page numbers, font size, font color and margins and padding

    75 votes

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    Hi there! Thank you for submitting your idea.  Unfortunately, we aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  9. Ability to turn off reminder even the document was already sent.

    1 vote

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  10. SmartSuite integration.

    3 votes

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  11. The option to add videos within the table cells.

    1 vote

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  12. 5 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Disable creation of documents when a form is only used for viewing.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. Ability to pull the Stripe payment ID from a document

    1 vote

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  15. Even though field was not required signers should not be able to complete the document.

    1 vote

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  16. Disable Request review notification

    1 vote

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  17. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  18. We ask customers and our team to submit photos onto documents and having an image preview instead of the file name would be extremely helpful

    2 votes

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  19. Abillity to have an auto reply within proposal/documents. Enabling an auto email to send out after a client submits their response to indicate please allow 3-5 days for our team to reply.

    1 vote

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  20. Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.

    3 votes

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