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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7485 results found

  1. Customize doc/temp/catalog list view columns

    Ability to customize the columns shown in doc/temp/catalog list view

    17 votes

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    Idea  ·  4 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Playing videos and clicking on hyperlinks in presentation mode

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. when bulk downloading documents save them as PDF, not in ZIP file

    when bulk downloading documents save them as PDF, not in ZIP file

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Provide suggested edits notification to the person the document was sent on behalf of

    This would be particularly useful when sending contracting documents on behalf of our legal counsel.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Field location based on text matching

    For a workflow document, we create a new field and for its location we choose “match text”. We provide text that would be on the document (i.e., “Subcontractor Signature”. It asks for x and y offset from the location, as well as the option to have it look in a certain page range, as well as which occurrence to use should there be more than one match in the document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. [Reporting] Salesforce dashboard

    I would like the ability to report on how many contracts have been sent vs. signed each month. I know we have access to a dashboard within the PandaDoc platform, however we would also like to have access to a PandaDoc dashboard with our Salesforce integration

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Bundles - checkpoints

    checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Manually changing document status in the MS Dynamics iFrame

    Manually changing document status in the MS Dynamics iFrame

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Data on best time to send documents

    Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Ability to export selected PDFs from multiple searches in a single batch

    Ability to export selected PDFs from multiple searches in a single batch

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Time Block

    Time Block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    9 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

    Columns that the recipient will be able to edit (or put any info - not only QTY).

    54 votes

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    20 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. CardConnect

    Ability to use the CardConnect payment gateway

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. zoom - Ability to change workspaces within Zoom/PandaDoc App

    Ability to change workspaces within Zoom/PandaDoc App.
    This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
    Ex:
    New hire completing documents for HR then IT.
    CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Pricing table "enable quantity editing" set as required field

    Pricing table "enable quantity editing" set as required field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Possibility to insert attachments via the document chat

    Possibility to insert attachments via the document chat in any doc status

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Recipients can upload visible in a document images / files

    Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    29 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. EV2 upload pdf within content blocks

    Would like to upload a “pdf” in the middle of content blocks without converting into a jpg

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Whiteout option on documents

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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