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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7514 results found

  1. [Quote Builder] Generate a line item report of the total items quoted after signature

    Generate a line item report of the total items quoted after signature by client for fulfillment of the order?

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Ability to pull Stripe subscription ID from product catalog

    Ability to pull Stripe subscription ID from product catalog

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Restore versions of template/document in the backend

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Animated GIF active in downloaded PDF

    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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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. A Collaborator with Approver Access

    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. Date field - calendar settings customization

    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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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Anonymous Surveys (Form replies)

    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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  8. Ability to turn off reminder even the document was already sent.

    Ability to turn off reminder even the document was already sent.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Export specific data from Reporting, based on filters

    Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    15 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  10. SmartSuite

    SmartSuite integration.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Add videos in tables

    The option to add videos within the table cells.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. 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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  13. Check box additional settings

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

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Disable Request review notification

    Disable Request review notification

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  15. The option to transfer the fields of an existing form to another form and then simply correct the incorrect fields

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. Preview collected files

    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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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. 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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  18. Smart content - automatically remove blank page when smart content is not triggered and inserted

    11 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  19. 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  ·  Quote to Cash  ·  Admin →
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  20. Adding table of contents on .png uploaded files

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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