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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. hyperlink image on the table block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. The ability to apply the capitalization options under settings for the headings

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Change Document Status Within the Document

    70 votes

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    17 comments  ·  Usability Improvements  ·  Admin →
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  4. "Save for later" option on Documents/Forms

    It would be great to have a "save for later" option, especially when there are a number of steps that different team members need to complete - for example, a new starter checklist. Currently there is only the option to "finish"

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Disable verification for Stripe payments

    Be able to disable 2 charges verification Stripe payments

    7 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  6. Multiple lines in variables: insert line breaks in tokens/variables

    insert line breaks in tokens/variables

    11 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  7. I would like to be able to have my completed PandaDoc's move to the Atachments section within 'Deals' in the Zoho CRM

    I would like to be able to have my completed PandaDoc's move to the Attachments section within 'Deals' in the Zoho CRM.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Ability to send doc to unknown signatories

    Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)

    7 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  9. Page content preview in presentation mode

    An optional preview of the page content down the side of a presentation.

    3 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  10. More filters for documents

    Sort the document by status and direct period of time.

    15 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  11. [Embedded form] Add the code to check if localStorage is accessible

    When a form is embeded in a web site and Chrome cookie setting is set to "Block third-party cookies", JavaScript error below happens.

    "DOMException: Failed to read the 'localStorage' property from 'Window': Access is denied for this document."

    As a result, the form is not displayed at all on our web page.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  12. Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    12 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  13. Form reminder

    Be able to send a reminder to fill out a form.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. A button to "add rows" to a form template table.

    Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  15. Attachments visible from the document view for the recipient: embedding an attachment into a document

    22 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  16. Add taxes in catalog

    14 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. To get all documents with recipients in one query via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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    Not Planned  ·  AdminSergei Soroka (Admin, PandaDoc) responded

    We wanted to share an update regarding "Get all documents with recipients in one query via API". After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  18. Pass description formatting from CRM

    We have a product in HubSpot with a multi-line description. It would be idea if the full description comes over in the correct number of lines

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Section auto numbering

    Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Hide rows in a pricing table

    Hide rows in a pricing table

    18 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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