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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6444 results found

  1. For new users: Suggest common roles (beyond Sender/Client)

    1 vote

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  2. Ability to arrange and set a header and a footer that will be applied for each newly created template.

    8 votes

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  3. Display account notifications ton account owners/admins only. Don't want end users seeing past due warnings, etc.

    9 votes

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  4. 3 votes

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  5. Hyperlink image in PDF

    The image with hyperlinks works in PandaDoc but it is not clickable in PDF.

    https://pandadoc.zendesk.com/agent/tickets/407458

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Open the hyperlinks from PDF in the different tab as for now if you click on the hyperlink, it opens in the same window and you need to click back in the browser to get back to the PDF.

    https://pandadoc.zendesk.com/agent/tickets/407458

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Ability to easily show MRC vs NRC products/services and then bill accordinly, i.e., 1st month payment maybe be MRC + NRC and then recurring payments monthly for 12/24/36 month contract.

    1 vote

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  8. I have the following template : https://app.pandadoc.com/a/#/templates/... , that is used to build document populated via make/integromat API. (picture 1). Many merging rules are set up ointo this pricing tab in order to place the items in the proper section. B ut when the document is created, none of these items are placed in the proper section. They all grouped under a no section (picture 1). I wonder what I'm doing wrong and what I sahould do to get this solved. Thanks

    1 vote

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    0 comments  ·  API  ·  Admin →
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  9. 1 vote

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  10. Content on one webpage is one page in the PDF file, it is not splitting for two or more pages

    https://pandadoc.zendesk.com/agent/tickets/369729

    3 votes

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  11. Would like to have the ability to add W-9 and Banking instructions to a completed document.

    19 votes

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  12. 1 vote

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  13. After a contract has been signed, I'd like to be able to go back and look at prior versions of it -- ie, view the version prior to the final revision that was signed

    7 votes

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  14. It is hard to know when a client is done editing a document. It would be ideal to receive a notification that they are done, rather than a notification for every edit they make. This will ensure we are both not working on the document at the same time.

    This feature would be best to be an option that can be turned on or off, so that you could still allow a team to work both live in the document.

    6 votes

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  15. Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    10 votes

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  16. A way to turn off the ability for recipients who have PandaDoc accounts to receive a document prior to sending a generated link

    1 vote

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  17. Export documents/proposals from Apple's Pages directly into PandaDoc.

    2 votes

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  18. Would like cross-references in Word to not give errors when used in uploaded documents.

    3 votes

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  19. Ability to create forms via API.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  20. Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    1 vote

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