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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6438 results found

  1. a feature in forms to take a photo on mobile/tablet to upload to a form

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. We want to use the quote builder for a prepaid block of hours based on FTE requirements. This figure is often not in whole numbers. For example, we may need 2.25 FTE rather than 2 or 3 FTE. Could we please get the ability to use decimal points in the quantity in the quote builder? It's available in the pricing table as an option currently.

    3 votes

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  3. 3 votes

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    0 comments  ·  Payments  ·  Admin →
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  4. It seems that when I change the logo, I can see inside the embedded document in the UI.
    But when I change the color of the button, that doesn't apply. (In info says that is applying for buttons from email). Does it not apply to embed documents?
    E.g. My button from email was changed to red, but that one from UI remains yellow.

    3 votes

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  5. Ability to edit the form text "Enter your contact information to start the signing process."

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. Add additional signers to a document after it has been sent

    3 votes

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  7. variables to the quote builder

    3 votes

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  8. When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    3 votes

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  9. Integrate PandaDoc with LimeSurvey

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Make forms private so not everyone with the link can access it

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. To automatically pull all the data from the PandaDoc documents and update the properties in HubSpot? For example, "Company Name

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. copy and paste fields/variables from one template to a new template

    3 votes

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  13. I want to change the number notation in the price table.

    It currently is € 12,345.00 (American notation), and we want it to be € 12.345,00 (European notation).

    3 votes

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  14. We want the document senders not to be able to send the document unless all the variables are filled out

    3 votes

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  15. Adding video from youtube shorts - by default, the youtube player is being added with a horizontal orientation. Allow to add video where the player is vertically oriented

    3 votes

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  16. Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

    3 votes

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  17. Customer would like to set an approver workflow in order

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. Right now, the Template Gallery is not available when logged in to pandadoc.eu

    3 votes

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  19. Keep the formatting when importing from Google Drive

    3 votes

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  20. Add hourly billing type to catalog products.

    3 votes

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