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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. Radio Buttons - move using arrow keys

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. checks with Quickbooks

    collect checks with Quickbooks

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Download specific pages of a document

    Be able to download a completed document's specific pages, to share separately.

    18 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Option to support 3rd party digital signatures

    Option to support 3rd party digital signatures

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Fonts for signatures - Set Default font option or Add Font for Signature Field

    Fonts for signatures - Set Default font option or Add Font for Signature Field

    42 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Remove all required fields at once

    remove all required fields at once

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  7. Custom Role Permission: Accepting/Rejecting redlines

    Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. cryptocurrency pricing options

    Add cryptocurrency pricing options on documents, eg Bitcoin, Ethereum, etc.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Update the existing template with the uploading doc file: Replace source file with DOCX

    Update the existing template with the uploading doc file.

    https://pandadoc.zendesk.com/agent/tickets/381547

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Recipients can hide or show selected text block in a document (make is expandable)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. Forwarding two signatures to different signatories

    An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  13. To disable the language selection when creating PD documents via API and embedding an iframe with the document on a website page.

    4 votes

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    0 comments  ·  API  ·  Admin →
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  14. Option to change the document owner once a document is generated from CRM

    Option to change the document owner once a document is generated from CRM.

    • Will allow the creator of the account to choose the owner of the document once creted from CRM
    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  15. Move documents to folders based on status: ability to set a default Documents tab view and transfer documents into folders

    6 votes

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    1 comment  ·  Automations  ·  Admin →
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  16. Remove logo from branding entirely within a workspace

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. The ability to separate documents in a bundle to be totally separate document.

    Remove a document from a bundle and make it a totally separate document without having to use the content library.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Notion

    Notion integration

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. create a pricing table with rows from scratch using the API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  20. the PandaDoc Document to be sent to the contact related to this quote and also the contact roles linked to the opportunity.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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