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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5115 results found

  1. resize multiple images in a template

    Ability to select two or more images and set them to an equal size ratio

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Ability to lock recipient configuration

    The administrator could restrict workspace users from changing some recipients when sending documents.

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Complete a conditional field (as a Signature), before being able to download an attachment

    Hi, I'd like to create a receipt that has to be signed before downloading an attachment. This way, the recipient wouldn't be able to see this attachments unless he completes the receipt.

    2 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  4. Recover Deleted Catalogue

    Recover Deleted Catalogue

    2 votes

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    Idea  ·  0 comments  ·  CPQ - Catalog  ·  Admin →
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  5. ability to create Stripe products from the Stripe payment integration

    ability to create Stripe products from the Stripe payment integration

    2 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  6. Slovak Localization

    Hi,
    It seems that Classic editor offered also Slovak language, however current Editor 2.0 does NOT.
    Please add Slovak language also to newer Editor 2.0

    https://support.pandadoc.com/hc/en-us/articles/360003003613--Classic-Editor-Localization
    https://support.pandadoc.com/hc/en-us/articles/360046947533--Editor-2-0-Localization#h_3986e326-3e7f-47f5-840f-ef0446594bd1

    2 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  7. Export the list of templates per workspace

    export template title list per workspace

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Option to set workspace sorting to alphabetical

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Editor fields navigation

    Allow to navigate through the fields in document draft/templ

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Option to specify CSV column separator in Workspace settings

    when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
    In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
    Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.

    Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
    Thank you

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Forms workflow: embed form link to the document

    Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.

    2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  12. Merge rules for Line Items populated from Hubspot

    Possibility to create two seperate tables ( from Hubspot) with Line Items divided by type i.e one-time payments vs. table with monthly payments

    2 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  13. Improve performance for docs with many fields

    Make the

    2 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  14. More precise error message in HubSpot

    2 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  15. Webhook event for doc completed by all recipients

    Webhook notification: document completed by all the recipients

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Option to rearrange / reorder the documents in the documents list

    option to move the documents in the list

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Automatically add additional signature fields

    We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.

    It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Better search functionality in Saved Messages search

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Turn off Optional/Required display box when signing on document

    2 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  20. HubSpot : Mapping of Custom date field in pricing table

    2 votes

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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