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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7096 results found

  1. Video autoplaying.

    Video autoplaying (without a need to press on it)

    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Skip cover page for page numbering

    Page numbering in PDF starts from the first page, not with the cover page

    18 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Change old private comment to public

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Filter document by year

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    14 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  6. Webhook Authentification

    I’m pretty confident I should be able to break through the Merge Field bit as I’m sure I’m just doing something daft, but I don’t see how the WebHooks work.

    When I provide an endpoint for PandaDoc to call, how do I set any headers or authentication? We don’t allow anything to make completely unauthenticated connections regardless of their origins. There’s mentions of shared keys that can be provided by Panda, but the challenge my end remains that if you cant authenticate with me, we wont even get as far as accepting the request.

    2 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  7. Edit contact in the document

    ability to change the contact's name in the document

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  8. Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM

    Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    16 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  9. Side by side editing

    two separate documents side by side for editing

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  10. Dark mode for UI

    21 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  11. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file

    9 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Undo catalog update

    5 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Privacy disclosure statement or link prior to filling out Embedded doc

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  14. Justworks

    Integration with Justworks.

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. PandaDoc delivery email shows who else is on the PandaDoc from within delivery email

    When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.

    8 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Forwarding documents option for API

    Forwarding documents option for API.

    12 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  17. Automatically put the value from one pricing table in another pricing table

    Automatically put the value from one pricing table in another pricing table

    22 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Signature with Conditional Approvals

    It would be nice to have the option to include signatures in the conditional approval workflow.

    8 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  19. Add or edit payment app settings for completed documents

    I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.

    4 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  20. Remove images from email notifications

    Delete images in notification emails sent from PandaDoc such as the profile image, little arrow on the forward box, and the company logo image.

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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