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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7126 results found

  1. 2 votes

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

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. 5 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  4. 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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  5. 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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  6. 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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  7. Would love to see the ability to pull product info from Shopify.

    9 votes

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

    5 votes

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

    17 votes

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  10. 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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  11. 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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  12. 3 votes

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  13. 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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  14. Pass variables and field data as URL parmaters on the form URL.

    9 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  15. transfer ownership of multiple documents/folder

    43 votes

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    Hi. 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!

  16. Approval workflow in forms

    32 votes

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    3 comments  ·  Approvals  ·  Admin →
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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  17. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    11 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  18. Want to have the ability to align the position of the text within the field.
    It needs to work for any text entered by the signer.

    49 votes

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  19. 2 votes

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  20. 1 vote

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