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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7571 results found

  1. I would like to be able to have my completed PandaDoc's move to the Atachments section within 'Deals' in the Zoho CRM

    I would like to be able to have my completed PandaDoc's move to the Attachments section within 'Deals' in the Zoho CRM.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Merge Fields for File Uploads

    Please allow file upload objects to be assigned a merge-field tag so we can pass in file(s) from form data submitted by user on our website when creating a document.

    Currently this is only possible with text fields, etc.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Text field validation: view or edit field validation rules

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. [Embedded form] Add the code to check if localStorage is accessible

    When a form is embeded in a web site and Chrome cookie setting is set to "Block third-party cookies", JavaScript error below happens.

    "DOMException: Failed to read the 'localStorage' property from 'Window': Access is denied for this document."

    As a result, the form is not displayed at all on our web page.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  5. Preview PDF before sending

    Would like the ability to preview the PDF before sending the document

    13 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  6. Disable choosing cookies by the recipient

    The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic

    10 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  7. Control reminders for docs created from Pipedrive deals

    Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.

    4 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. preview recipient email view

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Select the type of the files format the recipients can upload

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Customize footer page numbers, font size, font color and margins and padding

    Customize footer page numbers, font size, font color and margins and padding

    80 votes

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    12 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    Hi there! Thank you for submitting your idea.  Unfortunately, we aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  11. Add default role to PandaDoc package for Microsoft Dynamics with access to the table "PandaDoc Tokens Mapping"

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. Option for actual signature with transparent background

    Kami allows for your physical signature to be displayed in the signature field with transparent background. A picture of the signature on the page can be taken and uploaded to the signature field

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  13. separate sandbox vs production webhooks

    way to control, limit, or identify when a webhook is being sent for a test document vs a production one

    9 votes

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    2 comments  ·  Integrations  ·  Admin →
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  14. Lawpay/Affinipay

    Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    12 votes

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    2 comments  ·  Integrations  ·  Admin →
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  15. archived delivery emails

    Have an archive of everyone that email was delivered to, so they can be downloaded.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. "From" section defaults to document sender, not the creator

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. zoom - Ability to change workspaces within Zoom/PandaDoc App

    Ability to change workspaces within Zoom/PandaDoc App.
    This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
    Ex:
    New hire completing documents for HR then IT.
    CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. suggest edits available for other blocks besides text blocks

    How to make suggest edits available for other blocks besides text blocks?

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Conditional Sender logic

    Ability to change the name of the sender when the recipient receives the document

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  20. ability to enable quantity editing like in EV1

    ability to enable quantity editing like in EV1

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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