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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3804 results found

  1. Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. .doc warning

    If a customer attempts to upload a .doc file (old Microsoft word), give a warning that it is not compatible, and to use .docx instead

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  3. Disable choosing cookies by the recipient

    The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic

    10 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  4. Do you interface with BotDoc.io?

    Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. If the document is in Suggest Edit status in PandaDoc app, the status of the document in API is Viewed.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  6. Additional option for Expiration frequencies: send the document weekly and then monthly

    Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Cybersource

    Add Cybersource as payment integration

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  8. salesforce - pandadoc logs

    Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. change the image order in the image library

    change the image order in the image library

    Ticket https://pandadoc.zendesk.com/agent/tickets/362328

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. HubSpot form to download a PandaDoc to see readership statistics

    Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Option to "insert from catalogue" in the mobile app

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Use Two Different Cards on same document with Authorize.net

    Split payment amounts between two different cards on a single document

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  13. Blank pages if condition is not met for smart content

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Bundles working with Salesforce

    Should be possibility to start a bundle when creating a document bundle from Salesforce

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Proposals that can convert to Contracts

    It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  16. The ability to change a pricing table image from the document.

    The customer would like to be able to edit pricing table images from the catalog from within the document.

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Signature Certificate when using initials

    We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    21 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. ability to adjust text line spacing individually in pricing tables

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Link pricing catalog to specific template

    Assign a Pricing catalogue to be used with a particular template.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. The ability to be connected to multiple PandaDoc workspaces in Hubspot.

    Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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