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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7514 results found

  1. Add Shared with me folder for Templates to mobile app

    Add the Templates > 'Shared with me' folder to the mobile app. As many of the master templates for an enterprise are shared from another folder, it makes sense to be able to access these from the app.

    9 votes

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    0 comments  ·  Mobile  ·  Admin →
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  2. Multiple themes when bundling documents

    Allow multiple themes when documents are bundled.

    20 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  3. Replace Source file for specific Page

    Would like to be able to Replace Source File for one specific page of the document instead of the whole document.

    14 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  4. Planning Center

    Would like to see a supported PD integration with Planning Center.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Table of contents: PDF page breaks recognition

    Table of Contents Page Numbering does not align with PDF Proposal generated and shows incorrect numbering

    41 votes

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    5 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  6. Change uploaded page background

    Option to change the page background if the template/document was created by an existing file (ppt/pdf/...)

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Don't auto send the document to the next signer when share via link and signing order are set up.

    10 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Add catalog to mobile app!

    Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!

    23 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Add documents to a bundle

    Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document

    18 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  10. Remove Waiting for Payment and Paid status tiles

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. Cover Page Width

    A way to adjust the Cover Page Width to be the same size as all documents

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  12. Profit Margin in Reporting

    Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. HIPAA compliant sign in for website (alternative to Forms)

    I need a HIPAA compliant online form that I can make in PandaDoc and embed into my website so patients can sign in. I can embed the forms I created but the form has an extra step that collects name and email address to view the document. This makes things very redundent

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  14. Option to upload a file of variables to PandaDoc

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Limit rights for collaborators

    Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Set the recurring payment to stop after certain period or number of iterations.

    Option to collect payment on the payment gateway

    • will allow the user to view or collect payment within the document
    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Ability to see Bulk Send results in Reporting / Data Analytics

    Ability to have Bulk send analytics results.

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  18. Ability to update 'grand_total" using API.

    It would be helpful to have the ability to update 'grand_total" in a document using API

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. zoom functionality to the embedded iframe

    • Will allow the user to use zoom functions in embedded IFrame
    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. Show merge rules for Quote builder in Editor

    I want to be able to see which merge rules are applied to the Quote builder without checking them in the settings

    1 vote

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