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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6884 results found

  1. Cardknox Payment Integration

    Ability to integrate with Cardknox

    https://portal2.cardknox.com/

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. add multipage Content library items to the existing page not as a new page in the doc (leaving blank space)

    Need to be able to add multipage CLIs to the existing page. Currently, multipage CLIs are added to the document, it adds them as a new page not to the existing page, leaving blank space.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Company Cam Integration

    The option to integrate PandaDoc with the app called Company Cam.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Custom Role - restrict usage of reminders

    Custom Role - restrict usage of reminders

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Implement AI to enhance document formatting

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Saved Message - eForms

    Ability to use saved messages for eforms

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Transfer data from one form to another form automatically

    To be able to transfer data from one form ( Form1) to another form (Form2) automatically, for example:
    I want to send someone our "Intake Form" (lets call it Form 1). THEN I want to take the information from Form 1 and input it into a new form (Form 2). THEN I want to send that new form (Form 2) and send it to get signed by the client.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. API: option to setup autofill with signing date when creating documents via PDF

    Option to set autofill with signing date when creating documents via PDF

    2 votes

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    0 comments  ·  API  ·  Admin →
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  9. Download the body of the document email message

    Download the body of the document email message

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. PandaDoc notary in Brazil

    Notary in Brazil

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  11. Add Comment on Rejected Changes in Redlining

    When rejecting changes in the redlining feature, users should have the option to add a comment explaining the reason for the rejection. These comments should be saved and easily accessible for future reference.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Advanced analytics for the Rooms.

    Advanced analytics for the Rooms.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  13. Allow recipient to fill in/expand the table

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Manually completed document audit

    Group manually completed documents in one folder or create a tag for them by default

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Allow the recipient to change the name and pricing of products

    Allow the recipient to change the name and pricing of products

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Automatically change straight quotation marks to curly quotation marks in PandaDoc Editor

    I am wondering if there is a way to make it so the quotes in a document are smart quotes (the kind that curve towards the text) instead of the straight quotes? I want to change straight/dumb quotes to smart/curly quotes in documents.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Updating values in the pricing table without the need to click outside the table

    Updating values in the pricing table without the need to click outside the table to save the values. Currently, if not to click and send the document right away, the value in the pricing table cell will not be saved.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Recipient experience: option to change document title

    Option for recipient to change the document title

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  19. PandaDoc as a Learning Management System

    PandaDoc as a Learning Management System

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. RazorPay Payment Gateway

    RazorPay Payment Gateway

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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