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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7016 results found

  1. prevent users from accessing specific folders in catalog

    prevent users from accessing old folders in catalog

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. Auto Delete Dates in a Drop-Down Field

    When using dates in a drop down field (ex: Chose the date you would like to start training), it would be awesome if previous dates auto-delete once a date has passed.

    2 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  3. Connect with Easy Pay Direct merchant account to collect payments from recipients

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  4. Update font type/size without having to use a theme.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Ability of the attachments to be converted into PDF and added to the document. - aaron@citeright.net

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Add an attached file to saved messages

    Be able to attach a PDF to a saved message, so that you can send it with every document.

    5 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Exclude Form Responses from exported CSV

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Create document folders for each contact (client) in bulk

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. Radio Select multiple Sections in pricing table

    Can we create several sections, then allow the user to radio select which section they wish. This would allow us to itemise different scope of works, and the user to select which overall scope (with several line items in each) they wanted.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Get document details: image URL

    Get image URL or a document attachment via Get document details call

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Option to have a PandaDoc Lawyer to review the document before it was sent.

    Option to have a Lawyer to review the document before it was sent.

    7 votes

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    2 comments  ·  Security & Compliance  ·  Admin →
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  12. Cybersource

    Add Cybersource as payment integration

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  13. Ability to check which of the documents have files attached via "collect files" field.

    Ability to check which of the documents have files attached via "collect files" field.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. (bulk send ) documents auto enter the name when user fills it out

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. The ability to center / align all information in the pricing table (QTY, Price, etc).

    Right now, we can only center the text for text columns.

    6 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. The ability to have the headers in the pricing table show be vertical and not horizontal.

    To be more specific, right now the headers are on the top of the document and horizontal. This feature request is to have them be vertical on the left side of the pricing table.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. create a letter with a field that has the merge settings and associate the letter with an excel spreadsheet by running it through the mail m

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. Proposals that can convert to Contracts

    It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  19. The ability to see which recipients have viewed a particular document, and which have not.

    Right now this isn't available with the reporting feature.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. The ability to download a PDF of a document without fields/content blocks.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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