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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7108 results found

  1. Have a way that I can create a document with a PDF and programmatically define where I want a signature and date field to go (based on coordinates on the page)?

    3 votes

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  2. Option to embed a form directly into an email, allowing the recipient to access the form without leaving the email.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Automations for Xero

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Create an automation that attaches a Salesforce payment record to the Salesforce opportunity when the PandaDoc status changes, particularly when the status changes to "Paid".

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. The option to change the document status from "document.waiting_approval" to "document.approved" via the API, when the approval workflow is enabled.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. bulk way to fill in variables from a Google Sheet

    3 votes

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  7. A feature that would allow recipients to view one page at a time instead of scrolling (document slide view).

    3 votes

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  8. Customer would like to include that links and hyperlinks are not allowed during trial period on the pop up box.

    3 votes

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  9. Improved PandaDoc performance and better integration with other browsers - mainly the Edge Browser.

    3 votes

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  10. Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.

    3 votes

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  11. 3 votes

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  12. ability to resize the optional item check box in the pricing table

    3 votes

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  13. Currently when we send paperwork with a text box for the signer to fill out, PandaDoc instructs them to "enter value here", which confuses most people, and they end up writing in a dollar figure, instead of what our paperwork is actually asking them to enter. If PandaDoc's instructions were changed to "enter text here" for text boxes, I believe this would solve that issue. Thanks!

    3 votes

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  14. 3 votes

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  15. strikethrough without using text blocks and via drawing a line only

    3 votes

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  16. attach PandaDoc documents to another PandaDoc document via the Attachments app/feature regardless of the document status

    3 votes

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  17. (for example if I wanted to take "[Client.FirstName] [Client.LastName]" and make it "[Client.FullName]" to use in a MergeField.

    https://pandadoc.zendesk.com/agent/tickets/529706

    3 votes

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  18. Ability to add/update the footer on multiple items (documents, templates) at once

    3 votes

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  19. Additional functionalities in the inbox section like moving the received items to a different location

    3 votes

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  20. 3 votes

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