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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6491 results found

  1. Pause document from receiving signatures

    Pause the document after 1 signer if you do not want other people to sign yet

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  2. auto create new regular page

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status

    switch fields in a template/draft document with Tab

    11 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. average time spent per page that recipients spend on all documents created from 1 template

    average time spent per page that recipients spend on all documents created from 1 template

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  5. Auto-Fill customer name with the name the recipient types in

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Doc status will not change to Paid unless payment is successful

    If a payment to the gateway is unsuccessful the document status will not change to Paid.

    6 votes

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    2 comments  ·  Payments  ·  Admin →
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  7. View of pandadoc document on website for mobile device words are garbled

    When viewing a pandadoc on a mobile device (not through the pandadoc application) the words of a document become garbled. (coding for mobile web is not user friendly)

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  8. Presentation Option: Powerpoint slideshow mode (no scroll)

    Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.

    16 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  9. Lock ability to download to pdf to preserve document analytics / Disable Template PDF download option for the team

    Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  10. payments and extended editing options for a mobile app

    ability to add custom bill value and delete pages/blocks for a document via mobile app

    6 votes

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    0 comments  ·  Mobile  ·  Admin →
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  11. Delete pages from the App

    The functionality of creating a document from a template is very good from the App, but it is not practical if you cannot do simple things like delete sections or pages, or include the value of the proposal. It would be great if you incorporated this kind of functionality.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. display audit trail on e-sign certificate

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  13. Label on the pages

    It would be very useful to be able to name the pages of the document in such a way that when an audit of the proposal or contract is carried out, it is possible to know if what the client saw the most was the "pricing" page, the "cover" or which of the particular sections.

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  14. Move user(s) between workspaces

    Be able to move a user from workspace A to workspace B (at the moment you have to delete a user from workspace A and add a user to workspace B)

    5 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Create documents only

    Ability to sell create doc only feature

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. Docusign

    native ERP connection with Docusign

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. native text messaging

    native text messaging.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. remove profile photo

    I want to completely remove my profile photo. I do not want to replace it with another photo.

    12 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Bi-directional contact fields

    It would be great to allow for the following when using document automation fields based on PD Contacts:

    If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Pull Salesforce line items in the same order they are in SF

    pull the Salesforce lie items in the same order they are in SF

    11 votes

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    In development  ·  0 comments  ·  Integrations  ·  Admin →
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