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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6798 results found

  1. Ability to zoom in and out without breaking the format on all devices (web and mobile)
    Signature Pop-Ups on mobile (currently it breaks the formatting)
    Increase Font Size

    22 votes

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    Idea  ·  3 comments  ·  Mobile  ·  Admin →
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  2. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    8 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  3. Attach a file to the created PandaDoc document via Zapier.
    Example: step 1 - some system creates document (invoice) and step 2 - the document is being created in PandaDoc and the first document is being added as an attachment.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. More design options like slide decks

    17 votes

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  6. 1 vote

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  7. the blurred background is a default IRS forms instead that it will preview or blur their own forms

    6 votes

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  8. 2 votes

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  9. Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.

    4 votes

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  10. At the moment the list of tokens in a PandaDoc document is copied from HubSpot at the very moment when a document is created. When a property is deleted from HubSpot, the token disappears only in HubSpot -> Show PandaDoc Tokens, but not in list of Variables in a document. The feature request is to sync those list of variables in a document and in a deal/contact/company

    7 votes

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  11. Ability to map document field data into Pipedrive

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. 111 votes

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  13. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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  14. When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table

    4 votes

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  15. 5 votes

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  16. Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
    The content locking feature doesn't help.

    18 votes

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  17. The ability to add two payment blocks on one document so two people can pay separate amount assigned only to them.

    4 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  18. SugarCRM two-way sync

    2 votes

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  19. Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  20. Fattmerchant Payment integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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