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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6303 results found

  1. It would be great to be able to create a table of contents at the document level instead of page-level so when you send out multiple documents to a client/receiving party, it's easier to negative.

    5 votes

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  2. Would like the ability to preview the PDF before sending the document

    11 votes

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  3. The doc says the Default is 50 and Max is 100. We need more results during the document list API call

    1 vote

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    0 comments  ·  API  ·  Admin →
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  4. Option to change the image background color

    4 votes

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  5. Be able to collect card details and store it in the app.

    24 votes

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  6. The ability to restore catalog folders that have been deleted.

    3 votes

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  7. active hyperlinks in the uploaded pdfs

    3 votes

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  8. Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…

    2 votes

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  9. 1 vote

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  10. Option to present/get repoting data in Power BI

    1 vote

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  11. sign in just with Google only

    3 votes

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  12. ability to edit margin

    3 votes

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  13. calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.

    7 votes

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  14. 2 votes

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  15. 3 votes

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  16. 4 votes

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  17. After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    6 votes

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  18. way to control, limit, or identify when a webhook is being sent for a test document vs a production one

    9 votes

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  19. "We need to send an offer to the clients in the workflows (Currently we are using an automated email but we require that this email be a document with a digital signature. Within this document, we need the document to read variables that exist in the business and in the contact ( workflow 2) once the client signs or responds to the document a variable is written in Hubspot to continue the workflow"

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. 1 vote

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