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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4568 results found

  1. choose specific time of day for document expiration

    choose specific time of day for document expiration

    84 votes

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    Idea  ·  15 comments  ·  Documents & Data Management  ·  Admin →
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  2. SMS Notifications: Send link by SMS text built into software

    83 votes

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    Idea  ·  12 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Turn off auto fields snap / auto-aligning fields

    Ability to turn off auto snap function when placing fields.

    83 votes

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    Idea  ·  18 comments  ·  Usability Improvements  ·  Admin →
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  4. Automatic calculations in fields

    Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).

    83 votes

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    Idea  ·  17 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Fields move automatically with text blocks: link fields to blocks

    fields stay in place and move with content of text blocks ev2

    82 votes

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    Idea  ·  15 comments  ·  Usability Improvements  ·  Admin →
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  6. [Pricing Table] display Subtotal without Line Item taxes/discounts

    Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    81 votes

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    Idea  ·  9 comments  ·  CPQ - Pricing Table  ·  Admin →
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  7. Convert a form to a template [Workaround in comments]

    Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    80 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  8. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

    Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template

    80 votes

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    Idea  ·  24 comments  ·  Content Editing & Design  ·  Admin →
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  9. Combine/Merge Templates & Documents

    There should be a feature that allow you to combine templates and documents

    80 votes

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    Idea  ·  6 comments  ·  Content Editing & Design  ·  Admin →
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  10. Ability to turn off specific notification emails sent to recipients.

    Ability to choose/turn off which email notifications the recipients/Signers will receive.

    79 votes

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    Idea  ·  12 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    79 votes

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    Idea  ·  12 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Close.io

    Integration with Close.io

    77 votes

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    Idea  ·  13 comments  ·  API, Payments & Integrations  ·  Admin →
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  13. Export details - Audit Trail

    Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    72 votes

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    Idea  ·  8 comments  ·  Documents & Data Management  ·  Admin →
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  14. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    72 votes

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    Idea  ·  14 comments  ·  Templates & Libraries  ·  Admin →
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  15. Option to rotate pages of an uploaded document

    The option to rotate pages.

    70 votes

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    Idea  ·  6 comments  ·  Content Editing & Design  ·  Admin →
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  16. Set client's default email subject (automatic subject)

    Set client's default email subject (instead of X has sent you the document).

    70 votes

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    Idea  ·  10 comments  ·  Recipient Experience  ·  Admin →
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  17. Quickbooks Desktop

    Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    69 votes

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    Idea  ·  9 comments  ·  API, Payments & Integrations  ·  Admin →
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  18. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

    Customize the Forms pop-up message that is visible when accessing a form from a website.

    68 votes

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    Idea  ·  9 comments  ·  Forms  ·  Admin →
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  19. Arabic / Hebrew localization: right-to-left writing

    right-to-left writing

    68 votes

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    Idea  ·  5 comments  ·  Localization  ·  Admin →
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  20. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    The option to restore signed document after pressing Edit button.

    67 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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