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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7142 results found

  1. [Document.Version] variable.

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Adjust / reduce the spacing (move closer) between two blocks

    Ability to adjust the spacing between bullets and text

    19 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  3. Use workflow trigger from Hubspot to update deal status once a document has been signed

    Use workflow trigger from Hubspot to update deal status once a document has been signed

    5 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  4. Automatically send the documents after renewal

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  5. Transfer / swap user licenses from one user to another

    Ability to transfer existing licenses from one user to another without having to remove/re-add the user

    34 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. ItsMe

    Integration with Itsme

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. preview recipient email view

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Edit items in dropdown field (option to edit the text in the dropdown item)

    26 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Merge vertical cells in Pricing table

    The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.

    57 votes

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    5 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Get(retrieve) document chat messages via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  11. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    23 votes

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    Idea  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. average time spent per page that recipients spend on all documents created from 1 template

    average time spent per page that recipients spend on all documents created from 1 template

    8 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  13. Profile (Intuit tax software)

    Integration with Profile, intuit tax software

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Ability to organize the Smart content into folders.

    Ability to organize the Smart content into folders.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Workwave

    Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. disable SSO login page option

    disable SSO login page

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. search/filter/manage documents by SKU

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Change Paper Size for A4 to Default in Main Settings / Theme Settings

    Wants to use the A4 layout feature for all documents. Currently has to edit each one manually. There are two countries in the world using US format (US + Canada) - everyone else uses A4. Thank you!

    11 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  19. Email formatting

    Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    24 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  20. Reorder rows in a pricing table: a way to adjust the subtotal to show the price qty before tax.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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