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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7332 results found

  1. make PandaDoc fields fillable after doc is downloaded

    4 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. Upload Password Protected Files

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Universal Menu Options

    At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.

    I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.

    4 votes

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    Idea  ·  1 comment  ·  Usability Improvements  ·  Admin →
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  4. General setting to disable data merge

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Sandbox environment for training purposes

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. Image Layout in EV2

    To have the image layout from EV1 to be available in EV2.

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Tags For Documents Made From Template/Uploaded

    To have the option to sort documents made from templates or uploaded

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Subtotal for columns in Pricing Table

    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Display tax percentage in pricing table for 2.0 (like it worked for 1.0)

    Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. 2 way sync for Freshsales

    are we able to trigger updates to the deal stage once the pandadoc has been signed?

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Add Shipping Cost as an option in pricing table row

    Ability to add a shipping cost row into the total of the pricing table.

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Automatically apply the signature after the customer signs the document in PandaDoc.

    4 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Retroactively Attach PDF in Salesforce Opportunity

    Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Supporting EXIF metadata

    4 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  15. Create editable documents from a PDF via API

    It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.

    4 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  16. Resizing PDF Before Downloading

    An option to resize the PDF version of a document before downloading.

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. ability to pass the document to On Hold status

    ability to pass the document to On Hold status

    4 votes

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    Idea  ·  2 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Pricing table total that separately shows total for recurring charges and total for a one-time fee (as in QuoteRoller)

    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. transfer signature rights when transferring document ownership

    4 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  20. option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.

    option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.

    4 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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