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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7104 results found

  1. Finish Button on Documents with No Fields

    Even if there are no actions for the recipients, but the recipients should still have access to a ‘Finish’ button to confirm the completion.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  2. Add Fee to the Subtotal while not changing the Tax or Discount

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. If value is greater than * then, if less then * then

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  4. disable PandaDoc module in Hubspot object

    ability to disable PandaDoc module in Hubspot object so that users select the one and only correct object in Hubspot to create documents

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. FreshDesk

    integration with FreshDesk

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. variables for ordinary tables (dynamic tables)

    Dynamic tables/ is there a variable for table? where in I can specify number of rows and columns

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. The ability to disable editing fields for recipients if the field has been pre-populated.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Add check box or radio buttons to trigger create and send document in Zapier based on the selected option. - patricia@kinterinsurance.com

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. upload pictures directly from phone to Pandadoc

    upload pictures created with my phone (using the app)

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  10. Presentation mode: hide selected pages

    Would like to hide certain pages from presentation mode

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  11. Auto-update all documents and templates when a default theme in a workspace is changed.

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  12. Upload variables automatically from .docx file like with the PDF

    For example -- the field tags recognition and auto-place PDF fields.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Sign a document with API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  14. Update document currency via variable

    Option to update document currency via variable

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Open multiple workspaces all at once in different tabs

    Allow for multiple workspaces to be open at once (on different tabs)

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  16. The ability to conflicting themes to keep formatting.

    For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objec

    Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objects are populated with.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. Do not split content for 2 pages in PDF if you have 1 page in PandaDoc doc

    Content on one webpage is one page in the PDF file, it is not splitting for two or more pages

    https://pandadoc.zendesk.com/agent/tickets/369729

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Word Cross-Reference Support

    Would like cross-references in Word to not give errors when used in uploaded documents.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Ability to create forms via API.

    Ability to create forms via API.

    3 votes

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    0 comments  ·  API  ·  Admin →
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