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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6304 results found

  1. A feature to make it easier to migrate documents from Proposify to PandaDoc, to make it easier for customers to switch.

    1 vote

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  2. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.

    1 vote

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  6. It would be useful to have the option to properly align checkboxes and other fillable fields within tables, so that for instances where you add information to the table, it doesn't misalign multiple checkboxes within a document or template.

    Currently if you manually align multiple checkboxes on top of a table and then, for example, add text to a table cell next to it which creates another line, it will misalign all of the checkboxes on the document. It would be helpful if instead of placing these checkboxes "above" the table, at least have the option to add it within…

    1 vote

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  7. 1 vote

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  8. 1 vote

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  9. Add multiple images for each item in Quote Builder at the same time

    1 vote

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  10. 1 vote

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  11. Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.

    1 vote

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  12. 1 vote

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  13. Be able to see the date when a document was moved to Trash.

    1 vote

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    • Will allow the user to have automation on version history
    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).

    1 vote

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  17. Reporting feature in API

    get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing

    1 vote

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  18. Integrate with Confluence to add digital signatures to Confluence pages.

    1 vote

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  19. Our (create) linked-objects API call only allows for a subset of compatible CRM objects.

    We should match all of the compatible CRM objects that our CRM AddOns are configured for.

    For Hubspot, that would be:
    * Contact
    * Company
    * Deal

    For PipeDrive, that would be:
    * People/Person
    * Organization
    * Deal

    If we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.

    1 vote

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