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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7513 results found

  1. Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    5 votes

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  2. To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
    For example, a product item with a recurring charge 10 USD/month for half a year.
    After 6th collection - it automatically stops.

    2 votes

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  3. Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Ability to import information from Excel to pricing tables

    16 votes

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  5. 15 votes

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  6. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.

    13 votes

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    1 comment  ·  API  ·  Admin →
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  7. Ability to generate a report on the time when the document was signed

    2 votes

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  8. 2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  9. Ability to view the background image within the page properties.

    2 votes

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  10. Ability to view payment clicks, or the user who already click the payment button.

    1 vote

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  11. Link Inbox so 2 users can view it.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. add tag to documents automatically via zapier

    3 votes

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  13. 7 votes

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  14. Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    10 votes

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    2 comments  ·  Other  ·  Admin →
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  15. One should have the option to reorder columns of the summary part of the pricing table, not just the pricing table itself, but the summary table which consists of two columns, we should be able to reorder them as for RTL languages the text should appear on the right whereas the numbers should appear on the left.

    8 votes

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    1 comment  ·  Localization  ·  Admin →
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  16. We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. 7 votes

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  18. Please make it possible to upload Pages documents on PandaDoc. I'm a Mac OS user and I work in Pages, so now each time I have to convert it to PDF in order to upload to PandaDoc. Thanks!

    1 vote

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  19. Update document value when set up a custom payment amount in the payment block.

    5 votes

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  20. 10 votes

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