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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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5383 results found

  1. Rich text roadmap for salesforce integration.

    3 votes

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  2. permission to access reporting for Member role

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.

    Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.

    3 votes

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  4. Have variables set up at the Organization level, not just the User and ticket level.

    2 votes

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    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  5. I've noticed that if a form looks good (fill in boxes) on my desktop the mobile device will often look different. But then when you print it from the desktop the boxes will be off if you've made it to look proper on a mobile device. Having them the same across all platforms would help a lot.

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  6. 1 vote

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  7. Option to filter document in reporting via recipients name

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  9. 18 votes

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  10. Allow recipients to revisit unfinished forms without having to restart the form process.

    16 votes

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    1 comment  ·  Forms  ·  Admin →
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  11. Moving draft documents to a selected PandaDoc folder

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.

    3 votes

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  13. Increase number of documents uploaded at one time in PandaDoc Notary. Instead of 10, maybe 20.

    6 votes

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  14. To have the ability to pre-set at the template level, a default email address from which a document would be sent.

    3 votes

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  15. add the day of the week as part of the date format for documents

    E.g. Tuesday, October 11, 2022

    https://pandadoc.zendesk.com/agent/tickets/432010

    1 vote

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  16. 3 votes

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  17. decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.

    To have this:
    1. Level
    I.Level 1.1

    https://pandadoc.zendesk.com/agent/tickets/429771

    4 votes

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  18. Adding Revolut payment gateway to PandaDoc's integration.

    5 votes

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  19. The ability to change the font color, style, size of the pricing table numerical values and totals individually.

    56 votes

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  20. add collaborators via mobile app

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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