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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. Ability to see the width of a given box and than adjust the others until they are the same width

    6 votes

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  3. once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    6 votes

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  4. 4 votes

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  5. Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.

    • Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.

    https://dynamics.microsoft.com/en-us/dynamics-and-teams/

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. 26 votes

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  7. provide content library item id, name and other properties when pulling template details from GET request.
    in content placeholders section?

    "content_placeholders": [
        {
            "uuid": "",
            "block_id": "Content Placehoder 1",
            "description": ""
        },
    

    {
    "uuid": "",
    "blockid": "Content Placehoder 1",
    "description": ""
    },
    {
    "uuid": "",
    "block
    id": "Content Placehoder 1",
    "description": ""
    }
    ],

    3 votes

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  8. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  9. Integration with Stax payment gateway

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. I'm trying to put in tiered pricing but it will not let me delete the last line with the infinity. I don't want a to infinity option

    2 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    This way, you can set the maximum quantity your customers can set for an item on the quote-by-quote basis.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  11. An option to add in the forms a click to download a document.
    Similar to how we have the collect files field -- could there be an option for a field where the user can put a file there for the client to download outside of the attachments feature we already have.

    1 vote

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  12. 1 vote

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  13. attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    14 votes

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  14. 1 vote

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  15. Just to report an issue i came across this morning, your email input on forms doesn't like apostrophes in the email. I tried to enter this email address (key data removed) and it didn't let me: Kerry.O'Sullivan@***.com

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. optional items for pricing table in mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  17. The way we are set up, I have to change the source document for every document I send. When bundling came in, this added an extra click even though we don't bundle docs.

    With the most recent change, I now have to click on the "show documents" button EVERY SINGLE TIME I need to send a document for signing. They used to show by default. I contacted support and was told this was changed to "enhance the application". When I asked HOW it enhanced the application, I was told it was to "make it look more user-friendly". It might look…

    1 vote

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  18. Add the Templates > 'Shared with me' folder to the mobile app. As many of the master templates for an enterprise are shared from another folder, it makes sense to be able to access these from the app.

    9 votes

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    0 comments  ·  Mobile  ·  Admin →
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  19. Doc 2 doc for multiple pricing tables

    1 vote

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  20. 1 vote

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