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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6487 results found

  1. Support Custom VidYard URLs

    Our sales team's VidYard URLs do not work with PandaDoc because we have custom VidYard URLs set up. It would be great custom URLs from VidYard were supported.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Have Document Summary on the left hand side panel without the Table of Contents

    Allow the addition of a Document Summary without having the Table of Contents

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  3. Send form with the document

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  4. Enable page numbers upon PDF output to start on a specified page (other than the 'actual' first page)

    e.g. Specify "Page 1 of 10" to start on page 3, and "Page 2 of 10" to start on page 4, etc....

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Mapping in API

    Mapping in API

    Option to map via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  6. Partial payments with Stripe: The option to divide a payment amount when collecting payments via Stripe

    8 votes

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    2 comments  ·  Payments  ·  Admin →
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  7. Select Image

    Adding Mulitple Choice Options for Images. Maybe with Radio Buttons.

    2 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  8. Pay for optional items in a Form

    If a Form has a pricing table with optional items and a payment integration, a recipient does not get the option to select an optional item before being asked to pay.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. Ability to set set a sequence number of a deleted document to a new one

    Ability to set set a custom sequence number on a document whether it was previously used or not

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Change the owner of the document, who receives notifications for edits/suggestions

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.

    Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Specific order for the products in the Pricing table by creating a filter

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. [HubSpot] Pull the line items into the pricing table in the specific order

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Ability to have optional signatory in forms

    Ability to have optional signatory in forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. add multiple line items at once

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Ability to choose a specific payment date for the recurring charge

    Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.

    https://pandadoc.zendesk.com/agent/tickets/438428

    27 votes

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    3 comments  ·  Payments  ·  Admin →
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  17. Product to have two prices - fixed + annual

    Allow a Product/Catalog Item to have a fixed fee and also an annual fee. Certain products we sell are sold with a fixed fee and recurring fee. The only way around this is to have two products with the same name. Also currently there is no option to distinguish between items that are one time fee and others which are annual fee when doing the pricing table.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Lock the size of a text field to prevent a text from rolling over the field

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. The ability to download a Form as an Excel file

    The ability to download a Form as an Excel file

    8 votes

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    2 comments  ·  Forms  ·  Admin →
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  20. Unlink a document sent from Hubspot from an object ID

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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