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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7611 results found

  1. 1 vote

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  2. 1 vote

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  3. Its great to have the file upload option form online storage.

    As an additional option would it be possible to authorize access then link to an external resource within a template? This could be limited to pdf documents and accessed in a similar way to the YouTube integration.

    This would save users time transferring files and PandaDoc paying for additional storage capacity.
    It could also allow for content versions to be managed externally.
    For example
    1. you have a partners logo pdf on Box.Net
    2. this is linked in all the templates you want it to be shown
    3. if…

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  4. In custom role settings add setting to disable the view of validation (masked) fields for the user.

    2 votes

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  5. Headings auto-numbering doesn't work on cover page

    6 votes

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  6. The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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  7. report of all the signed documents using specific IP addresses

    13 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  8. When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.

    2 votes

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  9. 3 votes

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  10. Dynamically pull images/field data from LogicGate program

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. 2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  12. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    11 votes

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  13. The ability to see what kind of device your recipient used when signing/opening the document

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. 3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  15. 1 vote

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  16. 1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  17. Trying to get to the context menu for an individual row in a pricing table (shown in attached screenshot) is unreliable and frustrating. The arrow only appears on hover, but not instantly and not every time. I need to click in and out of the row, hover my cursor on and off the field multiple times before I get the arrow to appear. Since this is the only way to access essential features like deleting a row or enabling an optional item, this arrow should be permanently visible, not just sporadically on hover.

    1 vote

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  18. The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.

    6 votes

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  19. 7 votes

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  20. 31 votes

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    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!

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