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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6888 results found

  1. Increase the number of characters for template title

    2 votes

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  2. Once the CLI is updated, update it automatically on a template too

    4 votes

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  3. Start document sequence numbering from 0

    1 vote

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  4. Would be good like in Google Docs, that there are previous and next buttons in the comments. So you can jump from one comment to the next one, so you can make sure you all resolved them in the end.

    1 vote

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  5. View full drop-down selection without having to increase field size length. Currently, if the field length isn't long enough to show the text options within, the text gets cut off in the completed document and the PDF. There is no way for the sender to see the full option the recipient selected.

    3 votes

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  6. Integrate payments using the HubSpot payment cart

    1 vote

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  7. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  8. How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

    I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

    The only 2 "bad" options I've considered are as follows:
    delete the user…

    3 votes

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  9. The ability to send documents created via the Zendesk Support integration in the Zendesk view without being redirected to a PandaDoc web window.

    1 vote

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  10. Allow more than 365 days to autofill date field

    1 vote

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  11. The ability to Bulk update user emails in an account

    3 votes

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  12. Use workspace name as a sender when using white-labeling

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. switch PandaDoc accounts without logging out and logging back in

    2 votes

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  14. Option to add a fee only to one line item and exclude all other items

    1 vote

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  15. It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. If a customer signs a document, I would like to gain some extra information from this customer. For instance by providing some fields the customer has to fill or select an option before signing (so mandatory). For example I need to know if this customer wants to be billed monthly or annually but only when the customer agrees and signs, so only then I would like an option for the customer to select one of these options. Is it therefore possible to provide some extra pop-up fields eg when the customer clicks on the signing button?

    1 vote

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  17. 1 vote

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  18. 3 votes

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  19. 1 vote

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  20. Easier way to replace fields with same shape and size content blocks

    2 votes

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