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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6901 results found

  1. 1 vote

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  2. Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. copy paste specific rows or columns of a table block

    2 votes

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  4. ability to adjust page numbering height that is shown in the PDF

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  5. I'm making a request through the API to get the details of template, but the tokens are returned to me in alphabetical order. Is it possible to get them in the order as in the document, like it is in the UI?

    3 votes

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    0 comments  ·  API  ·  Admin →
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  6. Have the auto reminders count business days not calendar days. No weekends being counted.

    3 votes

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  7. As someone who may not have access to their computer all the time, it would be ideal if I could forward a document for signature from the iOS app.

    I am specifically referring to the signature forwarding feature when I want someone else to sign instead of me.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  8. When a recipient clicks an image with lightbox enabled, the larger image isolates in the center of the screen.

    1 vote

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  9. The ability to edit the form recipients (if assigned) without un-publishing the form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. Ability to have payment gateways (Stripe, Authoriza.net, QuickBooks, PayPal, etc.) to have automations.

    5 votes

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    1 comment  ·  Payments  ·  Admin →
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  11. Ability for the notary session to have an option to see your client's screen to know the specific page they're on and the buttons they are clicking.

    Need the sessions to be able to have the option to add a customizable title to the session and need to have a list of each document that will be included in the session based on what I title each PDF.

    Have a chronological pattern in which document should be accomplish first

    3 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!

  12. Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.

    1 vote

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  13. The option to use the quote number from Dynamics 365 as the sequencing number when sending a document.

    2 votes

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  14. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Ability to have a notary notification settings

    3 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!

  16. Ability to adjust resolution version when download documents in as PDF to make the size smaller.

    2 votes

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  17. The option to edit how the fields look, especially the initial and signature fields (for instance, the ability to put a different border around the field or change its color to ensure that it's visible in the document)

    5 votes

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  18. having an issue with the content library. It doesn’t let us utilize variables in there. That caused some problems with our templates. I had to find a work around but hope a someday that we can make the variables work through the content library, as we were told to setup out templates in a way that it was the option that we had in front of us without having to do our work over multiple times

    5 votes

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  19. This would help our Team cut down time from updating our residents information by automatically updating our Residents info into our specific selected google sheet. Each of our communities have their own Residents Master List Google Sheet. : )

    1 vote

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    1 comment  ·  Forms  ·  Admin →
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  20. The option to edit, customize and adjust the body of the email message when creating and sending documents via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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