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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4109 results found

  1. Instructional bubbles to guide recipients in filling out the document,

    17 votes

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  2. Ability to add a shipping cost row into the total of the pricing table.

    3 votes

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  3. 2 votes

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  4. Disable access to the document for recipients once it's completed

    16 votes

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  5. Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.

    3 votes

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  6. When sending a document via the pandadoc API it is useful to set the replay to email per document. This way the emails can be routed to an individual vs a system user.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  7. Zapier can be used to create a document and pre-populate it with token data (merge fields). It would be useful if (product) images could also be inserted this way (for example as base64). Currently I create documents via Zapier, and must manually insert the related images in PandaDoc.

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level of security which is what the regulators are preaching in Switzerland.

    1 vote

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  9. ability to remove the privacy disclaimer when signer is signing the document

    5 votes

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  10. Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. add Office 365 as an option to login in the PandaDoc Mobile App

    6 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  12. sync the opportunity currency from SF and change the proposal currency in pandadoc and sync a custom field for the cost element from SF to PD.

    1 vote

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  13. ability to resize the fields to smaller without hiding the data in pdf

    8 votes

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  14. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. 4 votes

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  16. Option to preassign a person to the primary recipient's role in Forms so that the recipients won't need to fill out their email in a Form similar to what is stated to template embedding option for Classic Editor
    https://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussionhttps://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussion

    7 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  17. Improving the quality of how the PDF is displayed when creating documents from a PDF via API. As of the moment the PDF in the generated PandaDoc document looks a little bit blurry due to the fact that once the document is created from a PDF via API, the PDF is converted to an image so that for the purpose of preserving all the data within the PDF and correspondence of fields placement in the generated PandaDoc document, and thus the quality is affected to some extent

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  18. It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.

    4 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  19. Set up field height and width while creating documents from a PDF via API

    8 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  20. Have the ability to customize the default placeholder value for fields.

    5 votes

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