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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7121 results found

  1. Pabbly Connect

    integrate with Pabbly Connect

    17 votes

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    7 comments  ·  Integrations  ·  Admin →
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  2. Collect files field has option to show the file / Collect files field file is visible in a document

    Collect files field has option to show the file, like in Ev1. attach files can be viewed

    17 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. To be able to upload editable powerpoint

    17 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Presentation Option: Powerpoint slideshow mode (no scroll)

    Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.

    17 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  5. no extra page when adding item from content library

    no extra page when adding item from content library

    17 votes

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    Idea  ·  5 comments  ·  Usability Improvements  ·  Admin →
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  6. Recipient verification on Forms (Forms email validation)

    Allow the signer of the form to verify the email address as mandatory step to complete the form

    17 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  7. Customize information passed to QuickBooks

    Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    17 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  8. Add a search bar for the Inbox

    It would be great to have a search function to make finding documents in the 'inbox' easier

    17 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  9. Multiple Branding Options for One Workspace

    Client would like the ability to add multiple branding settings, (like logos), for one workspace.

    17 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. More design options for editor

    More design options like slide decks

    17 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  11. Option to add multiple signature fields assigned to the list of recipients at once

    Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists

    17 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Customize doc/temp/catalog list view columns

    Ability to customize the columns shown in doc/temp/catalog list view

    17 votes

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    Idea  ·  4 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy

    After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    17 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  14. Hide rows in a pricing table

    Hide rows in a pricing table

    17 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  15. When adding a presentation from canva should be able to change the page orientation to landscape in canva

    When adding a presentation from canva should be able to change the page orientation to landscape in canva

    17 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. [Bulk send] Edit documents

    Edit documents that user would like to send in bulk

    17 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. ACH payment across different payment gateways

    ACH payment across different payment gateways

    17 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  18. Preview a Template / Form / Document

    Preview a template when you are in the "Templates" tab

    17 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  19. Template Matching

    https://support.docusign.com/en/guides/ndse-user-guide-manage-automatic-template-matching

    https://vimeo.com/370244613

    17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. Edit notification message on PDF attachment

    Customizable message when automatically receives completed PDF document to signors.

    17 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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