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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7278 results found

  1. Collect Card Details without Payment Integrations

    Be able to collect card details and store it in the app.

    28 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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  2. Updated Dashboard (Home) for mobile app

    Option to have Home in mobile app

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  3. Add 'Generated by user' section in the content library tab on a document

    Add 'Generated by user' section in the right-handed content library tab on a document

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  4. Ability to create and add dynamic tokens onto the document created from PDF file via API.

    Ability to create and add dynamic tokens onto the document created from PDF file via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. A way to disable data merging for all pricing tables in "content library" in bulk without having to do this for each table individually.

    I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Excel headers pull into tables when copying/pasting Excel content

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Use Base64 encoded string to send an image via API

    Use Base64 encoded string to send an image via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  8. Editing options via Mobile app: editing panel (to pick up colour, font style) etc in mobile

    mobile app add more options to edit doc:
    there is no editing panel (to pick up colour, font style) etc in mobile

    3 votes

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    1 comment  ·  Mobile  ·  Admin →
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  9. Ability to hide attachments for specific recipients

    Ability to hide attachments.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Add Fee to the Subtotal while not changing the Tax or Discount

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. If value is greater than * then, if less then * then

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  12. disable PandaDoc module in Hubspot object

    ability to disable PandaDoc module in Hubspot object so that users select the one and only correct object in Hubspot to create documents

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. FreshDesk

    integration with FreshDesk

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Hide Contacts section from team members

    Hide Contacts section from team members

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Credible

    Integration with Credible

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Option on Mobile App to add Blocks

    Option on Mobile App to add Blocks

    8 votes

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    1 comment  ·  Mobile  ·  Admin →
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  17. variables for ordinary tables (dynamic tables)

    Dynamic tables/ is there a variable for table? where in I can specify number of rows and columns

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Switch Workspaces in Salesforce

    Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    35 votes

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    4 comments  ·  Integrations  ·  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!

  19. Ability capture the browser used by recipients in the audit trail.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Signing order across multiple documents

    Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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