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Ideas to Improve PandaDoc

'The option to set up different names for the documents created from one form.' has been merged into this idea
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Ideas to Improve PandaDoc

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7457 results found

  1. ability to remove the privacy disclaimer when signer is signing the document

    ability to remove the privacy disclaimer when signer is signing the document

    5 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  2. Retroactively Attach PDF in Salesforce Opportunity

    Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. add Office 365 as an option to login in the PandaDoc Mobile App

    add Office 365 as an option to login in the PandaDoc Mobile App

    7 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  4. ability to resize the fields to smaller without hiding the data in pdf

    ability to resize the fields to smaller without hiding the data in pdf

    8 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  5. attachment on a PD doc to be stored separately in Files in SFDC

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Upload multiple files in a single collect files field

    Option to upload multiple files in a single collect files field

    40 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Supporting EXIF metadata

    4 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  8. Option to preassign a person as primary recipient in a Form

    Option to preassign a person to the primary recipient's role in Forms so that the recipients won't need to fill out their email in a Form similar to what is stated to template embedding option for Classic Editor
    https://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussionhttps://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussion

    8 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  9. Improve the quality of how the PDF looks like once the document is generated via API

    Improving the quality of how the PDF is displayed when creating documents from a PDF via API. As of the moment the PDF in the generated PandaDoc document looks a little bit blurry due to the fact that once the document is created from a PDF via API, the PDF is converted to an image so that for the purpose of preserving all the data within the PDF and correspondence of fields placement in the generated PandaDoc document, and thus the quality is affected to some extent

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  10. Create editable documents from a PDF via API

    It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  11. Option to set up field size and width when creating documents from a PDF via API

    Set up field height and width while creating documents from a PDF via API

    11 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  12. Customize who receives email notifications

    As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    78 votes

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    10 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Set Placeholder Defualts

    Have the ability to customize the default placeholder value for fields.

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Ability to add variables that are not visible to the recipients but visible to the doc sender and PD members

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Czech Localization

    Offer the PandaDoc application in Czech.

    13 votes

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    2 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    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. Pricing Table Integration: Ability to automatically pull products from data merge as optional

    Pricing Table Integration: Ability to automatically pull products from data merge as optional

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Add name to document when you generate a link to send

    When you send a document via email, you can add a name to the document. This would be nice to have as well when you send the document via a link

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  18. Convert Cover Page to Content Page

    Client would like the ability to convert a cover page to a content page.

    15 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Pre-assign Roles in Zendesk Sell EV2

    Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell (EV2)

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Transfer data from multiple documents to a new document

    The ability to transfer data from multiple documents to a new document.

    6 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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