6493 results found
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misleading ads
In short PandaDoc didn't confirm that I would be charged when I clicked the button. It just said that I would need to upgrade. I felt kinda shady or unethical.
1 vote -
Ability for page number to show left or right
Ability for page number to show left or right
17 votes -
1 vote
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profit&margin variables
ability to use pricing tables profit&margin variables
4 votes -
Sage 200
Integration with accounting software like Sage 200
4 votes -
Adjust / reduce the spacing (move closer) between two blocks
Ability to adjust the spacing between bullets and text
17 votes -
Custom Manager Role edit Member allowed to view
Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.
3 votes -
AccuLynx
integrate with AccuLynx
1 vote -
Clone account Roles
A way to clone current account roles and edit their permissions for custom account roles
1 vote -
6 votes
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Theralytics and Gusto
My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.
2 votes -
1 vote
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Template Privileges
The ability to send a template to a user outside of PandaDoc to collaborate on just one time (fill in specific fields: price, hours, notes, etc.) - by granting privileges for one template
6 votes -
Remove ''New Form'' document has been completed by all participants email for anyone who has completed a form
I work for a clinic and we were thinking of using PandaDoc for consent forms before treatment.
Its a bit frustrating that every patient who has completed the same form will receive an automated email saying 'all participants have completed the form'
This seems a bit useless and unneccesary? If it wasn't for this function, PandaDoc would be absolutely perfect for what we need it for!3 votes -
Vertical placement of fields
some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal
4 votes -
5 votes
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Show deals or quotes created from Pipedrive in Reporting CSV
Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive
3 votes -
Collect files field: add download button in preview
At the moment when an image is uploaded via the collect files field and then the image is clicked from inside of the document, the image is just opened in new tab and it is hard for a user to find a way to download it (they have to use the browser's option, right-click on the image and select "Save image as"). The feature request is to add the download button in the file preview to make the process easier and more clear
6 votes -
Filter documents by created date
For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)
8 votes -
Option to delete a section header in the Pricing table without deleting the rows within the section
Option to delete a section header in the Pricing table without deleting the rows within the section
9 votes
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