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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6463 results found

  1. add contacts to multiple workspaces in one go

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. Pull information across different record types

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Changes made to expiration/ reminder settings in WS Settings affect all documents and templates (including those created before the change)

    2 votes

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  4. Save all the third-party signatures properties

    When a PDF with a third-party signature is uploaded to PandaDoc, this signature loses it's properties and, I assume, legality. So when you download this doc from PandaDoc, you need to re-sign it in a third-party tool, if the PandaDoc signature is not appropriate for you for legal reasons.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Protected PDF's from API download

    When PDF's are downloaded via the PandaDoc API protect the PDF's to show verified signatures in adobe.

    2 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  6. PDF. Ability to remove underlines for hyperlinks in downloaded documents.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Pull data from a template to a content library item with the help of tokens

    I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  8. [Mobile] Adding Ev2 items from the content library to the Ev2 template

    2 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  9. Use customer name and address and not billing email in Quickbook Payments

    2 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  10. Sort contant library items alphabetically (when editing a doc)

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  11. HBSC account direct payment

    Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. [Bulk action] Ability to change sequence of multiple templates at once

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Notification of unfilled fields for sender

    2 votes

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  14. Expose Cost/Profit margin endpoints in API + Zapier

    Cost/Profit Margin endpoints exposed in PandaDoc API

    2 votes

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  15. Ability to download a receipt as a separate document (PDF)

    2 votes

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  16. Ability to upload PDFs to comments on a document

    2 votes

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  17. Copper Sync - Refresh Document

    Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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  18. Reset branding

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Display the doc Sender's name as Sender in all PandaDoc notifications (i.e. Document Completed by all participants)

    2 votes

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  20. Move Checkbox

    Ability to adjust were the optional checkbox falls in a pricing table

    2 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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