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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. A one-click sign all button

    A one-click sign all button

    8 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  2. forms can be renamed by recipient

    The title of a form can automatically or manually be changed by form recipients.

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. Ability to select a line item as optional when a column is locked

    Abilty to add an optional tick box when the table is restricted e.g. a column (such as the pricing column) is locked

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Search cross workspaces for documents

    Allow Search cross workspaces for documents

    25 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  5. Ability to See Attachments on Mobile App - Ios

    Attachments should be supported when viewing or signing on mobile app.

    13 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  6. Transfer products from a pricing table into a normal table

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    when fill in a document with optional fields the arrow should point all the fields (required and optional)

    104 votes

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    13 comments  ·  Usability Improvements  ·  Admin →
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  8. Direct video uploading

    Availability to add videos to Content Library as files and upload on the document not through the links but from the files (e.g mp4)

    21 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  9. Ability to check the reporting specified to the customer.

    Ability to check the reporting specified to the customer.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Bundle across multiple workspaces

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Control what colours you see in the text palette

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Document analytics for content blocks - marketing

    Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. No need to assign a specific payer/payers on a document

    Anyone with access to the document can pay an assigned amount
    No need to specify the payer's email address

    4 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  14. Ability to tag folders

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. The ability to turn off the email that is sent out for confirmation after a payment is made via PayPal.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  16. Rename "page properties" to "Section Properties"

    Rename "Page Properties" to "Section Properties". Then one section could span across multiple pages, such as when the text exceeds one A4 page, meaning a PDF page break is shown.

    Better would be automatically create a new page within that "section". Then allow each section to have distinct properties like images, footer, header etc.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Ability to set the A5 format.

    Ability to set the A5 format.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Add a recipient to an existing document via APi

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. Loading Documents on a new tab

    Allow documents to load when they are opened in new tab even if you are on a different tab

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  20. Adjust a payment app for documents in bulk

    Should be possible to delete/add the payment method for selected documents in bulk

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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