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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5387 results found

  1. The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Receive invoices for accounts with Automatic collection method

    I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
    For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Save info from form fields when a PDF is uploaded to PandaDoc

    8 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. ability to search for those who have not signer /opened a document yet

    ability to search for those who have not signer /opened a document yet

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Customer Specific Pricing

    Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Change opacity of the background of the text

    Customer stated:
    I have an image in the background, and i put a textblock on top of it. I was to make the text block stand out, so I added padding and make the background black. But I want the background of the text to have opacity..

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. [HubSpot] The "Modified date" field in attached docs

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. Generate pdf download error caused by the wrong image link

    Display the informative error message, when a document can't be downloaded because of the invalid image link in a document

    https://pandadoc.zendesk.com/agent/tickets/190452

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Required Field Indicator to show what fields are required so you don't have to click through all of them

    6 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  10. convert pptx file types to editable content

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. WaveApps

    WaveApps to create and send invoices for integration

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Capture recipient's responses via a survey

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. Ability to link PD documents to Freshsales deals

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Edit PandaDoc in Draft Status From Within HubSpot Deal

    Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

    9 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. images preview

    click on the images and see them full screen

    4 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  16. More Copper Variables

    Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. PDF Portfolio files to be supported by PandaDoc

    At the moment we don't support PDF Portfolio file upload in PD documents.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. "Pay here" custom button

    Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  19. Tokens working in embedded template

    tokens for template embedded

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. The ability to make the fields on the certain pages required depending on the customer's selection in the pricing table

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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