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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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4071 results found

  1. To have the image layout from EV1 to be available in EV2.

    4 votes

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  2. Attachments should be supported when viewing or signing on mobile app.

    11 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  3. Quick view for pending documents needs to sign

    4 votes

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  4. Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    16 votes

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    Idea  ·  1 comment  ·  Automations  ·  Admin →
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  5. A compound tax, or stacked tax, is calculated on top of a primary tax. A compound tax will be calculated when you add additional taxes to an item on top of the primary tax.

    1 vote

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  6. PDF Download doesn't look the same as the user view. Page breaks, font size, color bleed aren't holding true.

    10 votes

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  7. Conditional approval based on the type of line item.

    6 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  8. Sales Screen Integrations

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. ability to add multiple choice option to sections, so that recipient could choose between sections

    5 votes

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  10. ability to see the name of the template/document you are going to delete in the pop-up window

    1 vote

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  11. If you're working on a Document and click an item from the menu (e.g. Content Library, Templates, Catalogue) it opens up in the same window. When you need to go back to working on your Document , you need to navigate back to it through the menu. There's a work around by manually coping the link, opening a tab and the pasting it. It would be great if a new window/tab opens whenever you click on an item from the menu.

    2 votes

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  12. It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.

    3 votes

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  13. Ability to not loose content when two users is editing the same doc at the same time

    2 votes

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  14. 1 vote

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  15. 3 votes

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  16. To have the option to sort documents made from templates or uploaded

    4 votes

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  17. When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    7 votes

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  18. It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document

    7 votes

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  19. Option to Remove AMEX as payment option for authorize.net

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  20. Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    2 votes

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