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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6428 results found

  1. smart content block option unavailability for content library.

    2 votes

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  2. Please update create Document function in the SDK to accept binary PDF (not url).

    2 votes

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  3. Ability to turn templates into content library items.

    2 votes

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  4. 2 votes

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  5. To delete white background (make a background transparent) when the image is added from Canva

    2 votes

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  6. 2 votes

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  7. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. To avoid starting the approval process from the beginning

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  9. Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  10. It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…

    2 votes

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  11. 2 votes

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  12. Allow Canadian PAD (EFT) for Stripe payments in the integration.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  13. The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?

    2 votes

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  14. 2 votes

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  15. 2 votes

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    0 comments  ·  API  ·  Admin →
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  16. 2 votes

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  17. add multiple background images on a page

    2 votes

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  18. When a % payment is setup, create a way to request the balance after a period of time. The balance request should have the option to be triggered after a certain amount of time or requested manually. It should also allow to turn on the scheduled request at some point after the doc was signed. Nor example, I require a 50% deposit and the balance due net 30 when shipped. I need to be able to go back in and set up the thirty days when the item is shipped.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Ability to work with eForms using the mobile app.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  20. Option to have Send Document EmailL content to be in the Hubspot activity

    2 votes

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