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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7521 results found

  1. 1 vote

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  2. 1 vote

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    0 comments  ·  API  ·  Admin →
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  3. 12 votes

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  4. The signed document can be added as PandaDoc document to a new document which is not signed.

    https://pandadoc.zendesk.com/agent/tickets/403225

    2 votes

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  5. if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
    In turn this make the pricing table longer if you have detailed descriptions or explanations.

    In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.

    Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.

    Separate issue - option to set currency to blank if accidently set to one. If you only…

    6 votes

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  6. Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)

    6 votes

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  7. 1 vote

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  8. The ability to generate a few or more API keys for a single workspace.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  9. Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. add a document value custom amount to the template on PandaDoc mobile app

    When I use a template on a mobile device to create a document, there seems to be no option to input the custom amount I wanted to collect for payment. On the web version I click the currency value top left, but I can't see this on the app

    https://pandadoc.zendesk.com/agent/tickets/430186

    1 vote

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  11. 3 votes

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    1 comment  ·  Automations  ·  Admin →
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  12. Ability to get the IP or Identify who access the document using Audit Trail

    13 votes

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    3 comments  ·  Other  ·  Admin →
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  13. 1 vote

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  14. In case Google spreadsheet has custom page breaks, after uploading it to PandaDoc, the page breaks should be saved.

    1 vote

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  15. Option to check how many views the Form link has (without reponses).

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. Currently, the signing order can only be set within the template, but we want to use different pre-selected content blocks for different numbers of signatories. Can the order option be added to pre-selected content? Currently, the only option is to add roles, which all receive the doc at the same time.

    1 vote

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  17. To set up a default value in the field

    3 votes

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  18. 5 votes

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  19. If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    25 votes

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  20. a separate Send action in Zapier

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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