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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7448 results found

  1. Metrics/reporting on individual pages for templates/docs

    metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. variable for approval date to be effective date

    Variable for "approved dated" to be effective date of the contract.

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  3. download seperate page of the document/template as pdf

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Upload a whole folder of documents from DropBox to PandaDoc with the same integration

    In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. System variables for a logged-in user: [Document.CreatedBy] variable

    e.g. Createdby.username

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Formatting symbols similar to Microsoft

    characters that take up space or have a formatting function but do not appear on the printed page

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  7. API - Ability to Lock documents (content) via API

    ability to Locked document feature via API

    3 votes

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    1 comment  ·  API  ·  Admin →
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  8. Ability to set roles later on when setting recipients.

    Ability to set roles later on when setting reciepients..

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  9. Ability to use "this month" filter for the reporting.

    Ability to use "this month" filter for the reporting.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download

    Preserve the PDF layers once exported from PandaDoc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. prevent users from accessing specific folders in catalog

    prevent users from accessing old folders in catalog

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. content library export

    It would be great to have an option to export my content library

    14 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
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  13. Upload multiple files in a single collect files field

    Option to upload multiple files in a single collect files field

    40 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Lock completed documents

    Have an option where once document is completed, it is locked and cannot be opened.

    27 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  15. Update font type/size without having to use a theme.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Exclude Form Responses from exported CSV

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Signature line orientation

    Place a signature to align appropriately on a page with a vertical (as opposed to a more standard horizontal) orientation.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Get document details: image URL

    Get image URL or a document attachment via Get document details call

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. pre assign person email in roles in content library items

    pre assign person in roles in library item

    4 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  20. background image work for pages with PDF page break

    We have templates with background images. Where there is a lot of text, and a PDF page break is added, we would want a Page Properties on Settings to allow the background image to be carried across to other pages. Currently it automatically expands itself, thus breaking continuity.

    Basically, we want it to operate like an image on a Word document.

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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