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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7438 results found

  1. "Clear Product" button in pricing table

    A button to clear a product item from the row in a pricing table would be more streamline than needing to delete the title and description. See video of explanation below:

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Option to permanently disable the pop-up window that appears after uploading a PDF: "We recognized X form fields in the uploaded document"

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Automate the creation of the products in the pandadoc product catalog via Make/Integromat

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Restrict adding fields

    Option to disable user's the possibility to add fields on top of documents

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Categorize documents into the same folder (based on recipient)

    For example, if you sent the document to the recipient and then sent another - have the option in PandaDoc to recognise it is being sent to this particular client and categorise them into the same folder.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Zoho: pass the taxes in flat amount if using Quote builder

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    https://pandadoc.zendesk.com/agent/tickets/507683

    1 vote

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  8. Mobile friendly Forms

    I've noticed that if a form looks good (fill in boxes) on my desktop the mobile device will often look different. But then when you print it from the desktop the boxes will be off if you've made it to look proper on a mobile device. Having them the same across all platforms would help a lot.

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  9. Option to add metadata to the forms

    Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  10. Expand the properties of fields available to the API: make fields required / non-required via API

    Allow setting of required/not-required or assign owner of a field on document create.

    10 votes

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    0 comments  ·  API  ·  Admin →
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  11. Ability to remove Document Reference (Document-Ref) and page numbering

    Ability to disable footer contents (Document Reference and page numbering)

    59 votes

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    8 comments  ·  Content Editing & Design  ·  Admin →
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  12. Default Signature for PandaDoc Users' Signing as a Recipient on a document sent to them by another PandaDoc user.

    The customer has to re-upload their signature every time they sign a document sent to them by another PandaDoc user. They would like to have their saved signature available when signing as a document recipient.

    4 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  13. Map multiple line items custom properties with one column in pricing table

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Upload secure PDFs without removing encryption

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Operators as a condition in smart content

    can I use operators as a condition? For example if "amount > 0" then show "content".

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Option to limit of how many products can be on a pricing table

    1 vote

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  17. Affirm or AfterPay

    Native integration to similar apps for Affirm or AfterPay Payment Gateway

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Phone validation/verification in fields (for FORMS)

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Ability to access other workspaces for document and template creation via the API

    Ability access other workspaces for document and template creation via the API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  20. Disable notifications for Bulk Send and keep only for regular documents

    Bulk Send - Add setting to disable completion notification emails. Currently, you can turn off notifications, but its all notifications. I would like to turn them off for bulk send only and continue to receive them for non-bulk send documents.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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