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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6447 results found

  1. Drag & drop Variables

    The variables could also have the option to be placed with drag & drop as content blocks are.

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. upload document from email to pandadoc

    eliminate the manual upload of documents in PD, just send the documents for signature via email and then it gets uploaded directly in PD where it just need to access and sign the document. upload document from email to pandadoc

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Set a date range for recipients to choose from on date fields

    Set a date range for recipients to choose from on date fields

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace

    Document sequencing in a second workspace works with a shared template from first workspace

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. View exact time (timestamps) in audit trail section

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.

    Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.

    5 votes

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    3 comments  ·  Other  ·  Admin →
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  7. Option to filter document in reporting via recipients name

    Option to filter document in reporting via recipients name

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Revolut payment gateway

    Adding Revolut payment gateway to PandaDoc's integration.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Blank page does NOT appear when using smart content with multiple pages.

    Smart content: A blank page is added when CLI with multiple, uploaded pages is used. It is preferred that the blank page does NOT appear when using smart content.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Option to disable the Redlining Notification

    Option to disable the Redlining Notification.

    • will allow users to disable redlining notification
    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Select the whole pricing table as a multiple choice option.

    Multiple choice option on multiple pricing table.

    This featue will allow a signer/recipient to choose a single pricing table on mutiple pricing table on the document.
    - same as multiple option on function

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Ability to make radio buttons look like checkboxes.

    Set up checkboxes with logic to select at least one for W9 forms.

    "Is there a way to set up checkboxes with logic to select at least one? I DO NOT want to use a dropdown list or radio buttons as this is for a W9 form and uses checkboxes. Thanks!"

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. play video in presentation mode after the document is sent

    play video in presentation mode after the document is sent
    They like to send presentations with the video and content to their clients and review the document together while on a call.

    Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
    Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  14. update the close date of an opportunity in Salesforce when a contract is signed.

    when an envelope was returned as signed and the opportunity updated to close won it would put the close date to that day. This meant our opportunities are always dated the date it was signed.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Allow the workspace Admin (Owner) to make changes to other users settings (notifications, user profile)

    As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.

    5 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Ability to move pages between two bundle document

    Move pages between two bundle document

    https://pandadoc.zendesk.com/agent/tickets/420647

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  17. Ability to see Bulk Send results in Reporting / Data Analytics

    Ability to have Bulk send analytics results.

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  18. Define image block size and block the possibility of other users to resize it

    Be able to define the size of content blocks (images, in this case) and then to block the possibility for users to change the size of that block, no matter what image they upload there

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Ability to set the display recipient's email address and not their names in the list view.

    Ability to set the display recipient's email address and not their names in the list view.

    5 votes

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    2 comments  ·  Other  ·  Admin →
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  20. Create a document with a filled signature field via API: pre-sign a document/template via api

    5 votes

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    0 comments  ·  API  ·  Admin →
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