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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6499 results found

  1. ability to auto-adjust fields size so the input will not be cut off afer you auto-place fields during upload

    3 votes

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  2. 5 votes

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  3. User would like to have the certificate of signature in specific language with local time

    26 votes

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    Idea  ·  5 comments  ·  Localization  ·  Admin →
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  4. Integration with Dynamics 365 Jobs

    2 votes

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  5. to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders

    2 votes

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  6. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Data merge option for Pipeliner CRM

    • will alloe the user to set up data merge for Pipeliner CRM
    1 vote

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  8. To clarify -- the color of the text is the same as the line under the text when the text is underlined. Could we add functionality to change the color of the underlined line? Also, the ability to add more space between the text and the line.

    1 vote

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  9. For example, the description text comes in grey automatically -- and the client would like the color to be black automatically instead of having to change it in each document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  10. At the moment Fields' values are lost when a document is downloaded as .docx

    18 votes

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  11. After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  12. For example, if there are multiple roles (3+), a disclaimer may help deter confusion for recipients.

    1 vote

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  13. 1 vote

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  14. Extend metadata received from Salesforce when creating a document (for now only object id is pulling through - would be cool to have some related records as well for example if there's account/contact related to opportunity).

    1 vote

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  15. There seems to be a lot of input lag lately on here. I will begin typing into boxes on a document at a moderate pace only to see that half of what I typed was actually registered by the system. Then I have to go back and type one letter at a time until it shows up. It significantly slows down the process of completing documentation.

    While user internet speed and processing speed play a part, I have used PandaDoc on a few different devices using different WiFi/Ethernet connections and have experienced the same lag.

    Thanks

    1 vote

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  16. Very recently, PandaDoc changed for the desktop version, so that the left navigation menu collapses automatically when you are not active with the mouse in that window. I really despise this change, but there is no option to do anything else.

    1 vote

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  17. Option to edit a document that will take effect on all sent documents.

    • will allow the user to edit specific document that will also take effect on same sent docuiments
    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. create a report from the documents created per recipient

    11 votes

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    2 comments  ·  Other  ·  Admin →
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  19. Being able to upload the source doc and define the fields via page number and x,y coordinate values would be useful.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  20. Once a payment is received in Stripe -- send client info to PandaDoc and create/send the contract to the client automatically.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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