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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. 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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  2. 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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  3. Sign a document with API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. The ability to restore deleted inline comments

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Conditional Status Change

    Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Report for viewed documents

    a way to download all the emails for the people that only viewed my template

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Restore Catalog Folders

    The ability to restore catalog folders that have been deleted.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. active hyperlinks in the uploaded pdfs

    active hyperlinks in the uploaded pdfs

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. ability to edit margin

    ability to edit margin

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Editing options via Mobile app: editing panel (to pick up colour, font style) etc in mobile

    mobile app add more options to edit doc:
    there is no editing panel (to pick up colour, font style) etc in mobile

    3 votes

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    1 comment  ·  Mobile  ·  Admin →
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  16. Metrics/reporting on individual pages for templates/docs

    metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  17. download seperate page of the document/template as pdf

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Signature line orientation

    Place a signature to align appropriately on a page with a vertical (as opposed to a more standard horizontal) orientation.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. The ability to make check boxes permanent if they have been checked before sending.

    For example, a check box has been checked before the document has been sent -- can we make it so that it can't be unchecked even by the recipient?

    3 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  20. salesforce - pandadoc logs

    Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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