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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6468 results found

  1. view a document horizontally like a book

    ability to view a document like a book

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  2. CJIS Compliance

    Particular agencies need to work with vendors that comply with CJIS standards. More information here: https://www.fbi.gov/services/cjis/cjis-security-policy-resource-center

    2 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  3. Open a new window when clicking a menu item

    If you're working on a Document and click an item from the menu (e.g. Content Library, Templates, Catalogue) it opens up in the same window. When you need to go back to working on your Document , you need to navigate back to it through the menu. There's a work around by manually coping the link, opening a tab and the pasting it. It would be great if a new window/tab opens whenever you click on an item from the menu.

    2 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  4. Ability to not loose content when two users is editing the same doc at the same time

    Ability to not loose content when two users is editing the same doc at the same time

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Choose which Admin will receive Workspace Join Notifications

    Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    2 votes

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  6. Template recommendation

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  7. Use Catalog items outside of pricing table.

    2 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Include whitelabeling in all PandaDoc plans

    2 votes

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  9. Service Titan

    Integration with Service Titan

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Reporting of multicurrency in the same workspace

    Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Will you consider to make it possible to input VAT nr when creating a new contact?

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Pass Pricing from Hubspot to PandaDoc Fields

    To have the option to incorporate pricing to text fields instead of just the pricing table.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Page layout that is bigger than A4 in length

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. support Google Drive or MS OneDrive videos

    Be able to support Google Drive or MS OneDrive videos instead of just youtube/wistia

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Page Breaks Between Fields

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Improve the API capabilities for Forms (need full feature parity with embed js in ev1)

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  17. Automatically apply the signature after the customer signs the document in PandaDoc.

    2 votes

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  18. Google docs addon: allow to preassign positions for signatures

    Allow to preassign cerain positions for signatures in the documents of similar format when using google docs addon.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. set a validation for date fields in which one of the dates must be prior to the other

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Total cost in words - variable

    Variable that will type out total cost in words as well as numbers.

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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