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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. Hey ! In my opinion, it would be a good idea to add a margin and padding option for the page header, because when you make quotations and the automatic page break occurs, if you download the PDF it doesn't look good on the following page because the content sticks to the header, which can give a bad image of the company to potential future customers.

    1 vote

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  2. Goal is that Members can edit, send links, and see responses in the form like the creator. Example would be google forms, it can have many editor that has either set permissions or all the permissions like the creator of that form. Side note. I am loving Panda Doc's as I am learning to use it. Thank you!

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  3. 1 vote

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  4. 1 vote

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  5. other triggers in automation like declined or expired

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. automatically calculate the quantity in the table not in the pricing table

    4 votes

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  7. To be able to use the API's to pull down a list of all of the files in the Content Library for a given workspace.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  8. Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?

    3 votes

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  9. Integration with n8n.io

    7 votes

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  10. Include the document link in the response body, not just the document ID.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  11. Ability to send a PandaDoc document when a HubSpot deal stage changes

    3 votes

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  12. Update unit cost is the line item cost is changed in PandaDoc

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. Ability to connect WeTravel Payments via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. If clients reply to a document sent via SMS, the text message can be redirected to an email or another number.

    2 votes

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  15. Option to customize the text that shows on the redirection window

    2 votes

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  16. The possibility of allowing customers to view their order/repair status. For example:

    Order Status

    Placed------Printing-------Shipped-------Delivered

    2 votes

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  17. Have the ability to control how fast the system scrolls to the following field that the recipient fills in. When sending a document to a recipient it is very difficult for the recipient to read the document because it automatically scrolls quickly to the fields that they are supposed to fill out.

    2 votes

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  18. Have the ability to be more flexible when searching for documents.

    For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.

    3 votes

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  19. The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded

    9 votes

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  20. Ability to add up just the values listed in the Price column

    2 votes

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