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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6607 results found

  1. Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.

    3 votes

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  2. Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  3. 8 votes

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  4. Current problem: When signing a contract from your mobile device, it can sometimes be very difficult to use the finger to click on the initial field or the signature fields and get it to react.

    Current workaround: Zooming in on the document so that the field becomes bigger and then it reacts.

    Suggested change: Format mobile site to provide reaction to using your finger to sign without having to zoom in.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  5. have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    28 votes

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  6. When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    3 votes

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  7. a way to search for words appearing anywhere in the item record

    3 votes

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  8. Be able to have SKU under the description of products rather in a separate column in a pricing table.

    2 votes

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  9. 1 vote

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  10. We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    19 votes

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  11. Disable creation of documents when a form is only used for viewing.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  12. A simple, unintrusive banner that can be turned on or off at the bottom of forms where it clearly shows the mark - HIPAA Compliant.

    2 votes

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  13. Ability to disable SSO for certain workspaces within a single PandaDoc organization.

    2 votes

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  14. Edit font family for catalog items Name and Description within Catalog

    4 votes

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  15. 1 vote

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  16. Be able to pull Google Drive Images & or a Google Sheet Product Catalog immediately into a quote.

    1 vote

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  17. Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  18. Hello, I have been using Pandadoc and i have just received a chargeback. So, Stripe told me that the only way they will automatically cover the chargeback is if the original STripe payment link is used, instead of the one that PandaDoc is using.
    Could you create a feature that would allow users to put in the custom payment redirect link?
    Thanks

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  19. 1 vote

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  20. 1 vote

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