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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7005 results found

  1. Make an option to place a field inside another one

    1 vote

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

    2 votes

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  3. 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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  4. multi-year template should be added in template gallery

    2 votes

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  5. 1 vote

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  6. Option to filter document in reporting via recipients name

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  7. The side bar in PandaDoc (showing Dashboard, Templates, Documents, etc) is black and the icons are almost invisible on it so you have to slide the cursor down to see the text pop up. It would be nice if there were more contrast to it. Due to the graphics program I use, I have to keep the gamma on my monitors dark, but even when I pull the screen onto the “normal” one, they are pretty much invisible.

    2 votes

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  8. 1 vote

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  9. 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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  10. 17 votes

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

    13 votes

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

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  13. 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.

    2 votes

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

    5 votes

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  15. 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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  16. 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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  17. 2 votes

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  18. 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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  19. Add Elepay integration

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  20. Adding Revolut payment gateway to PandaDoc's integration.

    5 votes

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