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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7661 results found

  1. 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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  2. 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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  3. 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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  4. If value is greater than * then, if less then * then

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  5. 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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  6. FreshDesk

    integration with FreshDesk

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. 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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  8. Credible

    Integration with Credible

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. 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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  10. 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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  11. 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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  12. Ability to add radio buttons to the starting log in form while accessing the PandaDoc form (in order to populate the info from the radio but

    Ability to add radio buttons to the starting log in form while accessing the PandaDoc form (in order to populate the info from the radio buttons chosen via logging in into corresponding variables.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. I want to add a line item in my panda doc as a credit so that it doesn't add to the total but subtracts

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  15. The ability to disable editing fields for recipients if the field has been pre-populated.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Add pricing items to the summary in Stripe receipt

    Add pricing items to the summary in Stripe receipt. For example, if PandaDoc pricing table has 2 items and VAT in the pricing table, this info should be reflected in the Stripe receipt

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. UTM parameter

    to set up the UTM parameter in PandaDoc and get it visualized through our analytics.

    https://pandadoc.zendesk.com/agent/tickets/389879

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  18. disable form reminder

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Restrict ability to add blocks/new content to a document

    Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  20. Mobile/Web App will be able to complete a document when there are internet interruptions.

    Mobile/Web App will be able to complete a document when there are internet interruptions.

    2 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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