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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7224 results found

  1. Ability to use half (.5) text font sizes

    if I use 21 Px on panda it downloads as 15.5 Pt size in a Downloaded .docx

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. resize multiple images in a template

    Ability to select two or more images and set them to an equal size ratio

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Automatically apply the signature after the customer signs the document in PandaDoc.

    4 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Set optional items as required in pricing table (Assign a pricing table to recipient)

    Make the optional items in pricing table required for the customer to choose.

    69 votes

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    9 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Editing documents in Zendesk Sell

    PandaDoc opens in a new tab - rather than in the frame in Zendesk Sell for editing (or the link is generated and sent to make editing the documents easier and faster)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. Product catalog to track the items stock

    Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Notify that API key needs to be reset (Salesforce)

    Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired

    1 vote

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    0 comments  ·  API  ·  Admin →
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  8. The "viewed" filter in the Documents view encompasses both "signed by none" and "signed by the 1st party, not by the 2nd" documents,

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Recipients list

    Generate a list (CSV) of the recipients who have completed the proposal.

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Sage 200

    Integration with accounting software like Sage 200

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Retroactively Attach PDF in Salesforce Opportunity

    Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. multiple choice with Zapier

    pull the information that client selected with multiple choice with Zapier

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  13. Google Slides

    integration with Google Slides

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  14. Text around fields format to match the length of the info entered

    a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    21 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    18 votes

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    Idea  ·  6 comments  ·  Documents & Data Management  ·  Admin →
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  16. Create editable documents from a PDF via API

    It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.

    4 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  17. Image library: bulk upload feature for images

    81 votes

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    8 comments  ·  Templates & Libraries  ·  Admin →
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  18. send emails from the Company name

    Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    20 votes

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    Idea  ·  5 comments  ·  Recipient Experience  ·  Admin →
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  19. A document reference number to use for locating/identifying a document within PandaDoc-that can also be referenced by PandaDoc Support team

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. HMAC 512 version for Webhooks

    On our side we're able to read only HMAC signatures in version 512 but you offer only HMAC-256. Are you able to bump-up the HMAC version (or add as another option) or enable option for send custom header with any kind of secret string for verify webhook?

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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