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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5095 results found

  1. Line form in PDF : automatic recognition

    Recognizing line form in PDF (when you have a questionary with simple rows in a table) and assigning field automatically (Ev2).

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  2. auto-refresh editor after clicking 'finish' when sending a document to yourself

    auto-refresh editor after clicking 'finish' when sending a document to yourself

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  3. New comment notification icon on documents viewable from the document list

    An icon or flag that will appear next to the document status when viewing the document list to be notified when new comments have been posted.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

    1 vote

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  5. Multiple-page document view format

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  6. pass fields information from one template to another

    1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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  7. Stop Stripe from flagging accounts that are initiating payment via API

    1 vote

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  8. Ability to backup account data manually

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Let Members view docs in which they are recipients

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Do Not Contact Setting

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Comments default display in both internal and recipient mode

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  12. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  13. add mobile app to Amazon app store

    mobile app in Amazon app store

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  14. Video before the document displays

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  15. [UX] Ability to expand edit window for token

    Ability to expand edit window for token

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  16. Support Samsung Internet browser (mobile) for recipient's view

    Support Samsung Internet browser (mobile) for recipient's view

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  17. Lister: The "Sent by someone" filter in the Documents tab

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Loxo CRM

    Integration with Loxo CRM

    1 vote

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    Idea  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  19. Notification if the document is deleted

    A way to get emailed if a documented is deleted.

    1 vote

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  20. Simplify the Stripe checkout process for in-person signing

    All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.

    It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.

    1 vote

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