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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7429 results found

  1. Available Payment option selections

    For example, clients can choose to pay in full in the first line, make 3 equal payments in the second line, or 6 equal payments on the third line.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  2. Automatically show of Signature box after clicking Next

    when you press Next in Ev2 and go to signature, the window to sign won't open (so you need press signature) while in Ev1 it was automatically done.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  3. DoD reader

    to create a digital signature with a DoD reader through PandaDoc

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. No. of Rejected Document will show up in Dash and in Reporting

    No. of Rejected Document will show up in Dash and in Reporting

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Create a Video Links Library

    It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Different types of signatures for the same person

    Ability to use two different signatures for the same person (for example draw and type)

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Channel quote / Pricing

    We have a customer that does strictly channel quotes. So they need to have the product list price, sales price, a discount AND a reseller margin (additional discount). Please see NSP Pricing Sample

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. hanging indents for footnotes

    Hanging Indents for footnotes

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Editable fields in a Locked content block.

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  10. Tags For Documents Made From Template/Uploaded

    To have the option to sort documents made from templates or uploaded

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Advanced Font Styling

    • Multiple font weights
    • Letter spacing
    • Ligatures
    • Typekit fonts support
    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  12. backdate approval

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  13. Add workspace user, but bill separately

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Allow to use templates from different workspace in HubSpot without switching workspaces

    It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    17 votes

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    Idea  ·  2 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Stripe integration to pull info into PandaDoc, not for payments

    Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments

    10 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  16. MS teams - ability to sign in-person

    Would like the ability to sign in-person through Teams integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Using Shared Templates to Create Documents in CRM

    Currently, Editor 2.0 Templates shared across Workspaces cannot be used to create new Documents with integrations. Can only be created in original Workspace. However, it is currently possible with EV1 Templates. Customers would like this ability with EV2 as well.

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. ability to extend a dropdown field

    ability to extend a dropdown field as it works with any other fields

    6 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Supporting EXIF metadata

    4 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  20. 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.

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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