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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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773 results found

  1. Presentation mode - widescreen

    option to have a widescreen (16x9) view option to fill screen in presentation mode

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    Please kindly be advised that the feature to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info.

  2. Catalog - Packs items

    May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.

    3 votes

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    0 comments  ·  Admin →

  3. Master license list for admin

    It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  4. Password protection via API

    The customer would like to use password protection when creating the document via API

    3 votes

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    0 comments  ·  API  ·  Admin →

  5. Automatically pull images into PandaDoc

    Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  6. Expiration settings on the sent document

    Availability to enable/disable "warning email" under expiration settings on the sent document

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →

  7. Ability to name Image Block

    I'm creating PandaDoc document via API, and I'm having trouble with the new template. Apparently V2 doesn't provide naming it's image block, that's why I'm having trouble surfacing the image cause I don't know which is which.

    3 votes

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    1 comment  ·  Admin →

  8. template gallery in german

    template gallery in german

    3 votes

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    0 comments  ·  Localization  ·  Admin →

  9. Being able to have a template in landscape mode instead of Portrait

    I would like to be able to see the proposal details (table) and some picture on the right side of the document.

    3 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
    Released  ·  Valeryia Baranava responded

    HI! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    We’re glad to let you know that the feature allowing to set the Landscape layout for all pages in your document in bulk is available within the system. Please see the link for more info: https://share.getcloudapp.com/Z4u72EYO

  10. pass variables/a variable to the document name through zapier

    pass variables/a variable to the document name through zapier

    3 votes

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    Released  ·  2 comments  ·  Integrations  ·  Admin →

  11. Staggered Payment

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  12. Pull user email address from Contact object in MS Dynamics

    Pull user email address from Contact object in MS Dynamics

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  13. Excel as an attachment

    Ability to upload excel file to a document

    3 votes

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    Released  ·  1 comment  ·  Admin →

  14. auto-populate images depending on who is sending the document

    auto-populate images depending on who is sending the document

    3 votes

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    1 comment  ·  Other  ·  Admin →

  15. Sections in Ev2 pricing table via API

    Multiple sections in pricing tables Ev2 (API).

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  16. HubSpot: Token Information to Populate in Fields and Editable by Signers

    Would like for there to be a way for their signers to edit their information that populates through HubSpot Tokens. The client explained that the information is not always accurate and up to date, so this would allow signers to make quick changes to reflect validity on their signed Documents.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →

  17. The ability to attach the completed document created in PandaDoc to Hubspot object

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  18. Edit contact in the document

    ability to change the contact's name in the document

    3 votes

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    1 comment  ·  Other  ·  Admin →

  19. The ability to upload in the mobile app

    3 votes

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    Released  ·  1 comment  ·  Mobile  ·  Admin →

  20. Duplicate Fields with Assigned Role

    When duplicating a field have the role assigned copy over when multiple roles are in a template/document.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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