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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7615 results found

  1. Pricing table comments per each item quoted

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. 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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  3. Ability to reorder document and template folders

    4 votes

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

    check word count feature

    5 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  5. 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!

  6. 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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  7. Drive CRM

    Integration with Drive CRM

    1 vote

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

    1 vote

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

    1 vote

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

    84 votes

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    8 comments  ·  Templates & Libraries  ·  Admin →
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  12. Document should be read only oince it completes

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Page borders

    10 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  14. Set design (bold, etc) via API

    design via API

    6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  15. Additional permissions/settings for document status

    Specifically designate when a document is completed by 1 signer but not the other(s) - currently both show in "viewed status"

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Ruller for design

    Ruller for blocks and images, so once you adjust it's size you can see exact size in pixels/mm/etc.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. in pandadoc api, roles show as blank in document details when the template has role(s).

    in pandadoc api, roles show as blank in document details when the template has role(s).

    would be useful to show what recipients had which roles in document details

    8 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  18. Add Shipping Cost as an option in pricing table row

    Ability to add a shipping cost row into the total of the pricing table.

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.

    a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. Field Cloning

    I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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