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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5360 results found

  1. View exact time (timestamps) in audit trail section

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Presentation mode on the Recipients side

    When editing the document as the collaborator we can see it in presentation mode. But when sending it to the recipient it is not viewing on full screen.
    How can we change the standard viewing settings for the recipient?

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  3. 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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  4. 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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  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

    10 votes

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    3 comments  ·  Quote to Cash  ·  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. 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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  9. 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.

    5 votes

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

    1 vote

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

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. 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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  13. Lock the size of a text field to prevent a text from rolling over the field

    4 votes

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

    The ability to download a Form as an Excel file

    9 votes

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

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. add shipping fees, packaging costs, rental fees, deposits, etc.

    add shipping fees, packaging costs, rental fees, deposits, etc.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Ability to limit document creation for account users

    Ability to limit document creation for account users

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Set up (separate) notifications via API

    Option to separate notifications via API. For example, send only PDF of the completed document to the recipient (and not send them "document was sent" notification)

    3 votes

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    0 comments  ·  API  ·  Admin →
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  19. Ability to set document layout for all the uploaded documents.

    Ability to set document layout for all the uploaded documents.

    9 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  20. Ability to open the same product in catalog via clicking on it in pricing table.

    Ability to open the same product in catalog via clicking on it in pricing table.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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