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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6437 results found

  1. Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. Set a date range for recipients to choose from on date fields

    3 votes

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  3. ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only

    3 votes

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  5. Option to collect payment on the payment gateway

    • will allow the user to view or collect payment within the document
    3 votes

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  6. add tag to documents automatically via zapier

    3 votes

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  7. When editing the document as the collaborator we can see it in presentation mode. But when sending it to the recipient it is not viewing on full screen.
    How can we change the standard viewing settings for the recipient?

    3 votes

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  8. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Legal validity of the documents generated / sigend through Pandadoc in Columbia

    3 votes

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  10. Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.

    3 votes

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  11. When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    3 votes

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  12. a way to search for words appearing anywhere in the item record

    3 votes

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  13. We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.

    Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.

    "We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents."

    3 votes

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  14. Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  15. To have the ability to pre-set at the template level, a default email address from which a document would be sent.

    3 votes

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  16. decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.

    To have this:
    1. Level
    I.Level 1.1

    https://pandadoc.zendesk.com/agent/tickets/429771

    3 votes

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  17. It would be useful to be able to utilize Smart Content to be able to hide variables that have no value / are blank.

    3 votes

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  18. When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.

    3 votes

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  19. 3 votes

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  20. Option to set expiration for link shared with the recipient.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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