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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6457 results found

  1. item lines failed to import - "it would be useful to see the error message per line with error"

    2 votes

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  2. I need a HIPAA compliant online form that I can make in PandaDoc and embed into my website so patients can sign in. I can embed the forms I created but the form has an extra step that collects name and email address to view the document. This makes things very redundent

    1 vote

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  3. Please move the Delete button on Completed Documents from being right next to the Print Button. Or if the Delete Button is to stay, please offer a prompt to users confirming they are sure they want to delete a Complete Document. Clients have easily and accidentally deleted documents.

    3 votes

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  4. Custom indents for text & lists

    7 votes

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  5. 1 vote

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  6. Ability to pull a list of merge fields.

    2 votes

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  7. It would be helpful to be able to utilize API to update a document's name.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  8. Ability to enable suggestions by default

    1 vote

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  9. Change Passcode to 4 digits instead of 6

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.

    8 votes

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    0 comments  ·  API  ·  Admin →
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  11. 2 votes

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  12. I want to be able to see which merge rules are applied to the Quote builder without checking them in the settings

    1 vote

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  13. I was just wondering if when adding a discount to individual items from the catalogue if I can choose to show the price before the discount and the price after the discount? In the same way that when choosing a total discount for everything you can select to show a before and after discount amount.

    1 vote

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  14. 4 votes

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  15. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. To be able to upload and convert multiple documents into a template instead of doing it one by one.

    2 votes

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  17. If a document has a .gif image, when it is downloaded the gif is still animated in the pdf file.

    1 vote

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  18. 1 vote

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  19. 1 vote

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  20. Conditional placeholder value based on CRM value
    - customize placeholder value based on a condition value from CRM

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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