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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7431 results found

  1. Have 2 emails sent if the same email address is assigned to two roles on e-form

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. take reference of the total of each single price table, to make the customer able to chose a given delivery or not

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Forms to Regular Document

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

    Include a "Failed Delivery" status if document is sent, but then fails.

    28 votes

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    Idea  ·  14 comments  ·  Documents & Data Management  ·  Admin →
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  5. Non-editable text block in PDF uploaded via API

    Add ability to pass non-editable fields in PDF. This was documented before in https://developers.pandadoc.com/reference/new-document#create-document-from-pdf, as "text" type field in "PDF Field Tag Supported Types", but removed as it was not working. There's no other way to pass non-editable field via PDF upload, and that forces to use templates for such feature, which is inconvenient for end user.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Ability to pull products from Insightly

    Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. self sign links

    Ability to generate a link to the document when you are self signing a document

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  8. Sellsy

    Have the native integration between PandaDoc and Sellsy

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Pricing table comments per each item quoted

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Preview a Template / Form / Document

    Preview a template when you are in the "Templates" tab

    20 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  11. Ability to reorder document and template folders

    4 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  12. check word count feature

    check word count feature

    5 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  13. SSO assign license types at user signup

    Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP

    7 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. The ability for a recipient to upload an image directly in the document body

    2 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  15. Drive CRM

    Integration with Drive CRM

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. New payment gateway to be added - Paymentsense

    We would like to ask for our payment gateway to be included in the integrations... We use Paymentsense (https://www.paymentsense.com/)

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. To search for Zendesk Sell contacts

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. Option for field resizing via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. Document should be read only oince it completes

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Set design (bold, etc) via API

    design via API

    6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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