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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7135 results found

  1. Qwilr integration

    3 votes

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  2. History viewer for content library items on which templates/documents they were used.

    3 votes

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  3. Ability to search documents via the signature certificate ref. number.

    3 votes

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  4. Disable option to create a new account under specific domain

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  5. 3 votes

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    1 comment  ·  API  ·  Admin →
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  6. filter out manually completed documents from the GET documents API call?

    3 votes

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    1 comment  ·  API  ·  Admin →
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  7. Pandadoc should have an option for creating reports for PAID and UNPAID invoices.

    As of now, I am unable to create a report showing which clients are still pending to make a payment and who have already paid. Due to amount of invoicing and receiving payments by other means other than apps linked to pandadoc, it would be very helpful to have an option to create a report for paid and unpaid invoices to follow up with clients for payment.

    Reports should have information on Client/Company such as address, email, description of services, amount billed, date invoice was sent, unpaid/paid,…

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  8. Enlarge uploaded signature after the signature has been attached.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  9. When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.

    3 votes

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  10. When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
    https://share.getcloudapp.com/wbuD5zZJ

    3 votes

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  11. Allow recipient to change information if it's incorrect from Saleforce variables.

    3 votes

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  12. A block which allows to draw in it; a function to draw images in the templates/documents.

    3 votes

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  13. 3 votes

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  14. Page break - allow space settings untherneath header section and above footer section for better perceived quality with automatic page breaks. Currently many users are adopting workaround with manual page breaks and inserting text space object.

    Today automatic page break is almost of no use.

    Adding this simple feature would allow enhanced productivity and more easy user adoption for multi-page documents.

    Easy solution would be to provice setting for empty space line in the header and footer sections.

    3 votes

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  15. Ability to set a default folder in PandaDoc for documents to be sent to.

    3 votes

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  16. Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  17. 3 votes

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  18. Right now, we like to use radio options with conditions to show certain fields based on what they pick. However, we don't always want the answers to the option to show up on the PDF. It would be nice to add the radio options. but then make it so the options don't show up on the document itself.

    3 votes

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  19. Allow automatically inserting images to the quote builder from a CRM or other integration.

    3 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please reply to this email reach out to our support team. Have a marvelous day!

  20. Ability to pass variables to a pricing table on a template when creating a document using Zapier.

    3 votes

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