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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7228 results found

  1. 4 votes

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  2. 15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Content with Negative Margins shows up in a pdf, instead of being absent.

    1 vote

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  4. Integration with Cisco WebEx

    1 vote

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  5. Create Subject and Message Based on User Role
    like I have two roles i need to send different message and subject

    1 vote

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  6. Limit invite feature on documents, so recipients can't invite to collaborate.

    2 votes

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  7. Have the ability to customize the default placeholder value for fields.

    5 votes

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  8. When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.

    8 votes

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  10. Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data

    7 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  11. Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.

    2 votes

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  12. I need to be able to download PDFs with the pictures, that my client has kindly uploaded, visible. Currently when I download a PDF all I see is links or names of the files instead of the actual photos.

    2 votes

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  13. At present document forwarding and signature forwarding can only be done by pandadoc email, even if the original recipient was sent it via a link. This suggestion is to allow the forwarder to generate a new link for the person they are forwarding to.

    This is needed because of 2 problems with email sending
    1. Email deliverability - people use links to send documents because they don't want to risk their document getting spam filtered, which can happen quite frequently and unpredictably. As signature forwarding only has a pandadoc email option this means the original email will get through, but…

    3 votes

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  14. Hello,

    Is there a way to export/print a pdf with the bookmarks. Similar to Word, perhaps there's a feature where you can select "turn headers into bookmarks." For large proposals, bookmarks tend to work best over the TOC and provide a better experience for the recipient and a timesaver for us users who have to manually create them

    11 votes

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  15. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    131 votes

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  16. Possibility of having document roles to keep role assignment when CL items are added

    2 votes

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  17. For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.

    2 votes

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  18. the below shows an example

    Recipient A: fill in the price
    Recipient B: fill in the remark
    Approver: reject the document due to the price, then recipient A can adjust the price and get approval again

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. Have the option to upload videos from Consensus into PandaDoc

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. 1 vote

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