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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7252 results found

  1. Add TransferWise for payment option in PandaDoc

    add TransferWise for payment option in PandaDoc

    2 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  2. Headings auto-numbering for cover page

    Headings auto-numbering doesn't work on cover page

    6 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  3. MS Dynamics / Monday.com: Map products to specific tables or sections

    The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Adding more options to branding settings

    20 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  5. Capture recipient's responses via a survey

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. Fields signing order on a document/form

    Add order in which the recipient would be able to act on fields.

    18 votes

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    Idea  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. notify when a change to the document is made

    notify when a change to the document is made

    3 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  8. Ability to populate dates in Freshsales through tokens without timestamps

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. sending a document out only after a payment is submitted

    sending a document out only after a payment is submitted

    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  10. [Bulk Action] Mass download templates

    Mass download templates

    50 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  11. Ability to choose where to place signature certificate on a printed document

    Ability to choose the position of the signature certificate reference on a printed document (now it's at the bottom of the page by default)

    9 votes

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    Idea  ·  2 comments  ·  Security & Compliance  ·  Admin →
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  12. Refrain video attachment in document to be downloaded or shared by the recipient

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Disable sending PDF attachment of the completed document to the document owner.

    Disable sending PDF attachment of the completed document to the document owner.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Time field: ability to specify Time along with the Date

    11 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. References in the Pricing Table

    Ability to add references to the pricing table.

    9 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Add recipient's first name and last name while forwarding

    After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    6 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  17. [API] Decline document via API

    api call has the ability to decline document

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  18. Customers / recipients can edit variables

    The ability for the recipients to edit variables.

    43 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Pull Salesforce documents under Notes&Attachments into PandaDoc

    Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. Recipients can upload visible in a document images / files

    Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    29 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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