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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6192 results found

  1. Add ZWL i.e. Zimbabwean dollar to available currencies.

    1 vote

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  2. Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
    Currently, the new contact has to be completely filled out again.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. 1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  4. Ability to make the video thumbnails smaller

    1 vote

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  5. Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed

    1 vote

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  6. In MS Word, you can use fields to link to header names, page numbers, captions - this would be a really helpful tool in PandaDoc. We often have to make minor adjustments to our templates, as clients sometimes ask us to address something specific in their proposal. If I add another section/figure to the document, I need to manually change any references to headings, figures, tables.

    1 vote

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  7. 1 vote

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  8. 1 vote

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  9. 1 vote

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    1 comment  ·  Other  ·  Admin →
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  10. This would be particularly useful when sending contracting documents on behalf of our legal counsel.

    1 vote

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  11. For a workflow document, we create a new field and for its location we choose “match text”. We provide text that would be on the document (i.e., “Subcontractor Signature”. It asks for x and y offset from the location, as well as the option to have it look in a certain page range, as well as which occurrence to use should there be more than one match in the document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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  13. Manually changing document status in the MS Dynamics iFrame

    1 vote

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  14. Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate

    1 vote

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  15. Ability to export selected PDFs from multiple searches in a single batch

    1 vote

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  16. 1 vote

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  17. Time Block

    1 vote

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  18. Ability to use the CardConnect payment gateway

    1 vote

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  19. Option to enable to see the recipient on the inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. Ability to set the Document Value in a Content Library

    1 vote

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