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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. Restrict the ability to download uncompleted document [Workaround in comments]

    Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
    Then, when the document is complete, they can download it.

    I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.

    This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.

    22 votes

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    5 comments  ·  Recipient Experience  ·  Admin →
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  2. Add catalog to mobile app!

    Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!

    22 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Use Ticket object to create docs from Hubspot

    Should be possible to use ticket object to create docs from Hubspot

    22 votes

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    7 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. in-person signing for forms

    in-person signing for forms

    22 votes

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    Idea  ·  4 comments  ·  Forms  ·  Admin →
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  5. Instructional Bubbles/Pop-ups to Guide Recipients

    Instructional bubbles to guide recipients in filling out the document,

    22 votes

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    Idea  ·  5 comments  ·  Usability Improvements  ·  Admin →
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  6. Ability for page number to show left or right

    Ability for page number to show left or right

    22 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Attachments visible from the document view for the recipient: embedding an attachment into a document

    22 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  8. Text around fields format to match the length of the info entered

    a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    22 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Acumatica

    Integration with Acumatica

    22 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  10. Signature setting per user

    Make it so that each user can have unique signature settings (Draw, Type, etc) Instead of having to set this setting for the whole workspace.

    22 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  11. Automatically put the value from one pricing table in another pricing table

    Automatically put the value from one pricing table in another pricing table

    22 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    22 votes

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    Idea  ·  3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page

    when you make one text field wider than another text field and then you want to make the wider text field the same size as the smaller text field
    it doesn't snap to the lines (blue guides)

    22 votes

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    Idea  ·  10 comments  ·  Content Editing & Design  ·  Admin →
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  14. Automations based on Forms

    Automations based on Forms

    21 votes

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    3 comments  ·  Forms  ·  Admin →
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  15. Stripe Checkout payments: disable debit/credit card payments

    Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    21 votes

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    3 comments  ·  Quote to Cash  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    You can configure Stripe payments methods on Stripe side directly.

    For more information, please check the link below:

    Payment method configurations

  16. Auto fill repeating fields - signature and initials fields

    Auto fill repeating fields - signature and initials fields

    21 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. [Quote Builder]: Ability to edit spacing in quote builder (Design)

    Ability to edit spacing in quote builder (Design)

    21 votes

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    4 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Default Saved Message: automatically choose a saved message for a document

    Ability to set a default saved message

    21 votes

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    5 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. have a PandaDoc documents status show in Monday.com

    have a PandaDoc documents status show in Monday.com for a particular row based on an email address

    21 votes

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    1 comment  ·  Integrations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.

    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.

    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.

    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6

    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

  20. Monday.com subitem column (subitems)

    21 votes

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    2 comments  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.

    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6

    During our discussion, we can explore these proposed solutions and gather your feedback.

    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

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