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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3804 results found

  1. Turn off the pre-selected radio button when enabling quantity editing in a pricing table

    To prevent a user from sending the document with an unintended value selected.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Ability to create a document from a template in Salesforce from a direct link

    • will allow a user to click Button URl to create a document.
    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Number of Pages on Docs Statistics (environmental contribution)

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  4. Notifications setting via PandaDoc Mobile App

    enable/disable notifications setting via PandaDoc Mobile App

    13 votes

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    1 comment  ·  Mobile  ·  Admin →
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  5. notification for Acc Owner when invite for collaborator has been sent

    Acc owner receives notification once an invite for a collaborator has been sent

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Be able to filter by currency within the Reporting feature

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Ability to hide the volume pricing rate card to the recipient

    11 votes

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  8. Update uploaded file layout

    Add an option to match layout of the uploaded file to pages in PandaDoc

    10 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Ability to make only certain parts of a table editable

    Have the ability to type information and add cells to the table if needed, but not be able to delete the table itself.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  10. Active Campaign: Ability to use tokens

    Pull in info via tokens with Active Campaign integration

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    19 votes

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    1 comment  ·  Forms  ·  Admin →
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  12. Ability to add notes into a completed document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Optional content blocks that can be turned on/off on the template.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Get one list of all collaborators from multiple workspaces

    The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. In-person signing support document rejection

    In-person signing support document rejection (for now you can only sign).

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  16. Put brackets without trigerring a variable input.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Designate which heading is recognized as a title by tables of contents

    Currently only Heading 1 occurs as a title in the Table of Contents. Since tables of contents don't recognize PDF page breaks as a new page number, my work around is to manually create page breaks, which means I also need to split my table of contents into 2 pages. It would be helpful if I could designate Heading 2 or 3 as a title, so that Heading 1 sorts into TOC 1, and Heading 2 or 3 sorts into TOC 2. Currently I am forced to populate Heading 1 into both tables of contents and delete the redundancies out…

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. "Clear Product" button in pricing table

    A button to clear a product item from the row in a pricing table would be more streamline than needing to delete the title and description. See video of explanation below:

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Option to permanently disable the pop-up window that appears after uploading a PDF: "We recognized X form fields in the uploaded document"

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Automate the creation of the products in the pandadoc product catalog via Make/Integromat

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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