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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7252 results found

  1. Custom columns are not hidden by default

    When a custom column is created in the pricing table via the API call, it is hidden by default and you have to make it visible by going to the "Add column" button -> Select column in the pricing table. The feature request is to get this custom column visible by default

    4 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  2. Move documents across workspaces and keep the statuses

    Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    249 votes

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    35 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Ability to send a completed PDF to both the sender and the recipients.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. include the Bill To First and Last Names to Authorize.net payments

    include the Bill To First and Last Names to Authorize.net payments

    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  5. The option to skip an approver if needed.

    I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

    So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

    14 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  6. Add a message about a reminder's successful delivery

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Customer Facing Tutorials

    Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.

    Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  8. TaxJar

    TaxJar integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Require one option for a recipient to sign instead of having more options

    Require one option for a recipient to sign instead of having more options

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  10. Insightly: Pull product data from Insightly to PandaDoc

    The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Text around fields format to match the length of the info entered

    a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    21 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Restrict viewing certain pages to recipients

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  13. On-Premises hosting

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. EV2- Automatically show chatbox section upon opening the document

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    18 votes

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    Idea  ·  6 comments  ·  Documents & Data Management  ·  Admin →
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  16. Link to CRM Insightly

    Insightly: update document with the details from CRM.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Automatically update the number of seats

    Automatically update the number of seats according to the number of users. Specifically:
    *delete a seats when a user is deleted from all the workspaces (at the moment 15 Sept 2020 the seat is only automatically added when there are no spare seats and a user is invited)

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Wizard Automation

    Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.

    1 vote

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  19. be able to split the document into parts after completion

    be able to split the document into parts after completion

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Show USD currency on PD Billing page

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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