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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7562 results found

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

    2 votes

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  2. 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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  3. 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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  4. 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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  5. 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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  6. Ability to add up just the values listed in the Price column

    2 votes

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  7. API - when sending via BOTH email and text, fails if text number invalid. Would like to still send via email when the text option fails.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  8. Would like to enlarge the signature field to easily draw signatures when sending document to clients.

    18 votes

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  9. Currently, we have a limit of only being able to import 10 PDFs at a time (separate from bulk import). Clients would like to see this limit increased to support much more, ideally around 20 at a time.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. It would be great to get the section totals to appear as variables vs. only the quote total.

    2 votes

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  11. Ability to mask field tags on PDF documents populated via API.
    For example, a form where a signer enters their Social Security number. Mask the SSN number for security.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  12. At the moment when configuring SSO SCIM provisioning, a user has to use a third party tool to generate a SCIM token and paste the SCIM token's on PandaDoc's end and on IDP's end. The feature request is to have an option to generate a SCIM token on PandaDoc's end.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Show discount column in the quote builder for the recipient if the discount is 0% or $0

    3 votes

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  14. Have the ability to add the total of the custom column in the totals tab.

    3 votes

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  15. HubSpot properties that are numbers formatted as percentages (%) currently appear in PandaDoc documents as decimals. It would be great to have them formatted as percentages, like the HubSpot formatting (i.e. 65% rather than 0.65).

    1 vote

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  16. When trying to log in, I want Pandadoc to just provide Google as the option and discard the other options because this is what required by our IT

    2 votes

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  17. Ability to intelligently route responses to a specific inbox when using whiteladeling

    2 votes

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  18. a variable that would allow us to display the document currency on the document

    2 votes

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  19. Currently discounts and taxes do not transfer from PandaDoc to QuickBooks Online. The feature request is to be able to do that.

    3 votes

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  20. 2 votes

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