Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Company Stamp Function

    Ability to add a "Stamp" to your signature/profile and be reused across documents.

    21 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →

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  2. [UX] Ability to expand edit window for token

    Ability to expand edit window for token

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →

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  3. Archive the completed documents

    Save all the completed documents as PDFs automatically.

    14 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →

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  4. Pull information across different record types

    2 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  5. Version history: Display version of edited document in downloaded PDF

    User needs to see a document's version bot only inside the Pandadoc but in downloaded PDF as well.

    5 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →

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  6. Accessability of PDFs in PandaDoc

    PDF's created trough PandaDoc contain accessibility https://helpx.adobe.com/acrobat/using/create-verify-pdf-accessibility.html

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →

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  7. Image library: bulk upload feature for images

    54 votes

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    Idea  ·  6 comments  ·  Templates & Libraries  ·  Admin →

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  8. ACH payments for Australia accounts in AUD

    3 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  9. placeholder for checkbox field

    Placeholder for checkbox field.

    11 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →

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  10. [Zendesk sell] sync pandadoc and zendesk sell contacts

    sync pandadoc and zendesk sell contacts

    4 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  11. Save entire page with header/footer in the content library

    40 votes

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    Idea  ·  7 comments  ·  Templates & Libraries  ·  Admin →

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  12. Refund option via PandaDoc

    Refund option via PandaDoc.

    5 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  13. Support Samsung Internet browser (mobile) for recipient's view

    Support Samsung Internet browser (mobile) for recipient's view

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →

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  14. CFR-11

    CFR

    49 votes

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    Idea  ·  6 comments  ·  Security & Compliance  ·  Admin →

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  15. Crop images in Editor 2.0

    33 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →

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  16. Pull different products from Salesforce into different sections of a pricing table

    4 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  17. Changes made to expiration/ reminder settings in WS Settings affect all documents and templates (including those created before the change)

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →

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  18. Lister: The "Sent by someone" filter in the Documents tab

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

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  19. Show different totals for different product types in a pricing table

    Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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    Idea  ·  0 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →

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  20. Dynamic fields when pulled from Salesforce

    Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

    7 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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