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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7585 results found

  1. Formatting symbols similar to Microsoft

    characters that take up space or have a formatting function but do not appear on the printed page

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  2. Re-arrange pre-selected smart content within a module.

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  3. bulk move content library items to the templates tab

    bulk move content library items to the templates tab

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  4. API - Ability to Lock documents (content) via API

    ability to Locked document feature via API

    3 votes

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    1 comment  ·  API  ·  Admin →
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  5. Ability to upload a doc in Chinese

    6 votes

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    0 comments  ·  Localization  ·  Admin →
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  6. The ability to turn off the pop-up asking to save the document as template

    Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.

    7 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  7. The ability to combine folders in the catalog into one folder.

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Transfer products from a pricing table into a normal table

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Edit Quickbooks invoice sent to customer

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Ability to check the reporting specified to the customer.

    Ability to check the reporting specified to the customer.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. allow recipients to choose a payment method

    allow recipients to choose a payment method

    10 votes

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    5 comments  ·  Quote to Cash  ·  Admin →
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  12. Bundle across multiple workspaces

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Control what colours you see in the text palette

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Undo signature

    Ability to undo a signature for one specific user instead of erasing the entire document.

    5 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  15. Dynamics 365 Jobs

    Integration with Dynamics 365 Jobs

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. The ability to turn off the email that is sent out for confirmation after a payment is made via PayPal.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  17. Document rejected notifications *sent to a document approver / rejected docs and notes to them visible in one place

    Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. pre assign person email in roles in content library items

    pre assign person in roles in library item

    4 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in

    to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. Rename "page properties" to "Section Properties"

    Rename "Page Properties" to "Section Properties". Then one section could span across multiple pages, such as when the text exceeds one A4 page, meaning a PDF page break is shown.

    Better would be automatically create a new page within that "section". Then allow each section to have distinct properties like images, footer, header etc.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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