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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5944 results found

    1. To set which from several identical field tags will be populated automatically;

    2. To set date field tag with the date of the opening the document by the client automatically.

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  1. 3 votes

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  2. example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically

    3 votes

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  3. 3 votes

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  4. 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.

    3 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  5. The ability to hide the vertical and horizontal line for each table individually in the Editor 2.0.

    3 votes

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  6. 3 votes

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  7. Support uploading vector graphic such as logos in eps format.

    3 votes

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  8. 3 votes

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  9. The possibility to transfer the role with the content (if we add pages from template to CL for example).

    3 votes

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  10. resize textfield to make smaller in ev2

    3 votes

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  11. 3 votes

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  12. 3 votes

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  13. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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  14. Ability to extend SMS verification/access code expiration

    2 votes

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  15. The ability to use drop-down fields within the quote builder for selection.

    2 votes

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  16. Automatic translation of CRM product line items in PandaDoc documents

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  17. 2 votes

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    0 comments  ·  API  ·  Admin →
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  18. Ability to export a CSV list of documents that are waiting for payment with due date and status

    2 votes

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  19. Allow bullets to be indented

    2 votes

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