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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7169 results found

  1. Chat Notification: email notifications for chat messages

    As a user,
    I want to recieve an e-mail notification when a new chat message has been send in a document.
    so that I don't have to manually check or use the app to be notified of a new message.

    11 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  2. AMEX logo for Authorize net

    The integration still doesn’t show the Amex logo

    11 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Ability to hide the volume pricing rate card to the recipient

    11 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Notifications setting via PandaDoc Mobile App

    enable/disable notifications setting via PandaDoc Mobile App

    11 votes

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    1 comment  ·  Mobile  ·  Admin →
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  5. show cost and profit margin per line item even when the document is sent/completed

    show cost and profit margin per line item even when the document is sent/completed

    11 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Export document's recipient analytics

    11 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDo

    Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.

    11 votes

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    1 comment  ·  API  ·  Admin →
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  8. list report about who downloaded the document

    list report of who downloaded the document or list report about the downloaded documents of a user

    11 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Drop down menu in forms that will populate fields based on drop down selection

    example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    11 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  10. Mobile functionality in Monday.com

    Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Warning that text will be cut off in PDF

    If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.

    11 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  12. Export emojis to PDF

    11 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. Lawpay/Affinipay

    Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    11 votes

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    2 comments  ·  Integrations  ·  Admin →
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  14. Conditional Content Based on Pages

    Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    11 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  15. switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status

    switch fields in a template/draft document with Tab

    11 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Automatic conversion of Excel file to PDF within PandaDoc

    Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Add items to the pricing table from the Catalog using the mobile app

    11 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. pdf download formatting looks different than in-app

    PDF Download doesn't look the same as the user view. Page breaks, font size, color bleed aren't holding true.

    11 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  20. collapsible sections/pages

    collapsible sections/pages so a client can minimise or expand sections they're interested or not interested in

    11 votes

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    Idea  ·  2 comments  ·  Usability Improvements  ·  Admin →
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