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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4071 results found

  1. Option to set up recipient authentication via API

    14 votes

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    4 comments  ·  API  ·  Admin →
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  2. View-only form: only create a sequenced form (document) if the client signs the form

    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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  3. redact feature in editing

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Ability to send documents from PandaDoc directly to Box

    Send documents from PandaDoc to Box

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Abillity to have an auto reply within proposal/documents

    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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    1 comment  ·  Recipient Experience  ·  Admin →
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  6. Hide recipient info on sent document (initials + email) from other document recipients

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. CRM Stripe PandaDoc End to End Integration / Transfer Quote IDs and Opportunity IDs from Salesforce to Stripe

    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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    0 comments  ·  Payments  ·  Admin →
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  8. Adding table of contents on .png uploaded files

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. option to remove signature field's frame/border

    option to remove signature field's frame/border on a sent document

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Manually adjust the size of the whole pricing table: Ability to resize pricing table rows

    Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    22 votes

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    6 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. Allow signer to enter email to forward the document to after signing (single signer)

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. [Pricing table] show the the price of the line item as blank instead of zero.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. [Salesforce] sync document activity with the Activity in Salesforce

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Zoho Flow

    Ability to integrate Zoho flow

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Ability to favourite folders and documents and have my "favourites" always at the top of my folders

    I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
    If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
    That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Disable latest activity - who has viewed the document

    Ability to disable who has viewed the document: ensure the account owner see all documents without the users knowing they were there (example on latest activity)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Ability to set up a deadline for payment or payment reminder.

    Ability to set up a deadline for payment or payment reminder.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Ascending/Descending document status

    Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. MS Dynamics Formula Field

    • Will allow the user to Add Formula Field. tp full info or value from MS Dynamics
    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. cells for numbers - table block

    small individual cells for numbers - table block

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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