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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6798 results found

  1. Video integration with Dacast.com

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. disable data merge option by default in pricing table when salesforce is enabled

    1 vote

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  3. 1 vote

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  4. I would like a way I can have users sign first page before seeing all the information? Please see attached what I mean, I want all info to stay private and them sign and can then see all the other pages.

    2 votes

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  5. Sometimes large information fields are unnecessary to display and can cause recipient overwhelm we viewing the document i.e. terms and conditions, images.
    Can a feature like collapsable fields be considered?
    A heading, which can still appear in your document contents has an icon where a hidden field of information can be expanded or collapsed

    1 vote

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  6. When selecting to print a document, instead of printing the entire contract, have the ability to select a page or a range of pages. Ex. page (7) or range of pages From "x" to "y" (3-5)

    Some documents can be very large and the print option can take a long time to turn results. Selecting a specific page or range of pages would be helpful.

    3 votes

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  7. I would like the email notifications to be able to accept replies and post the comments back into the document

    2 votes

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  8. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Intergrations with ATS, (Paycor)

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. 5 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  11. The PDF looks pretty good, but I always have to apologize for it when clients grab it, as the header and footer seem to cover up the content awkwardly.

    13 votes

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  12. This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.

    13 votes

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  14. Would love to see the ability to pull product info from Shopify.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Ability to add the reference numbers (like quotations (e.g citations) on Pandadoc docs

    5 votes

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  16. It would be great to have a search function to make finding documents in the 'inbox' easier

    16 votes

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  17. It is only allowed to move one folder with docs to the another folder even though you tick a couple of folders

    2 votes

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  18. Public comments are available by default (for now, private comments come by default).

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. 3 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  20. We should always have the ability to add gratitude/tips to invoices.

    Better to have the option there and available should anyone want to tip rather than not having it at all.
    A workaround is an optional line item but that option is janky and I'm hoping for a proper 'Gratitude' option.

    Thanks for reading!

    3 votes

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