7438 results found

1. Payment Gateway - Alipay
   2 votes

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2. Reset branding
   2 votes

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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3. Move Checkbox

   Ability to adjust were the optional checkbox falls in a pricing table

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   Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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4. Catalog - Ability to update custom columns with a CSV
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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Unchecked boxes disappear once sent to client

   Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

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6. PayFlow Pro gateway support by the PayPal integration
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   Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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7. Accept logo without modifications

   Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.

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8. Automatically mark PD domain as safe sender
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9. Hubspot - documents created from an object show up under other objects associated with this object
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   Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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10. Accept Button before signing

    Button accept before signing the document from the clients' side.

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11. Hubspot contact in a deal to be auto assigned to a role
    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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12. api revision number as token

    api revision number token for document changes

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    Idea  ·  0 comments  ·  API  ·  Delete…  ·  Admin →
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13. Access contacts list on mobile app
    2 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Delete…  ·  Admin →
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14. Ability to view all documents created in HubSpot in any object
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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15. Make "Shared with me" Documents searchable"

    Make "Shared with me" Documents searchable"

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    0 comments  ·  Documents & Data Management  ·  Edit…  ·  Delete…  ·  Admin →
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16. Bring back tiles on home screen

    We are missing the home screen view that put documents into different tiles. It was removed in the recent update, please bring it back!

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Edit…  ·  Delete…  ·  Admin →
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17. Drag to highlight and select multiple fields at once. Mass edit the selected fields

    Use the mouse to mass select multiple fields at once by dragging. Similar to highlight function on your computer. Mass update "required" field settings or change assignment to different person. Multi-clicking takes so much time when you have hundreds of fields in a form.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Edit…  ·  Delete…  ·  Admin →
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18. Please bring back the Documents Overview home screen - from someone who uses Pandadoc daily!

    There seem to have been some changes to Pandadoc, and I was told that the Documents Overview screen can't be made the default screen again. Please bring it back!

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Edit…  ·  Delete…  ·  Admin →
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19. Update Content from File" for Editable Text Box Templates

    Problem Statement: Many of our most important templates were built "natively" in PandaDoc using individual text boxes, not an uploaded file.

    Our legal and operations teams frequently send us revised versions of these documents as a new PDF or Word file. When this happens, our only option is to manually:

    Open the new PDF and the old PandaDoc template side-by-side.

    Read through both to find the differences.

    Manually copy the new, updated text from the PDF.

    Find the corresponding text box in the PandaDoc template.

    Delete the old text and paste in the new text.

    This is an extremely slow, high-risk process. It's very easy to miss a change or make a copy-paste error, which is a major compliance and legal risk for us.

    Proposed Solution: Create a "smart update" feature. The workflow would be:

    An admin opens the existing PandaDoc template (the one made of text boxes).

    There is a new option, like "Update Content from File."

    The admin uploads the new, revised PDF or Word document from our legal team.

    PandaDoc intelligently scans the new file and compares its text content against the text inside the template's existing text boxes.

    A "review" screen appears (similar to "Track Changes" in Word). PandaDoc would show all the detected differences and suggest the changes.

    Example: It would highlight a text box and show "Old Text: [....]" and "New Text: [....]".

    The admin can then quickly click "Accept" or "Reject" for each change, allowing them to update an entire legal document in minutes, not hours.

    Business Impact / Value: This feature would be a game-changer for maintaining compliance and accuracy.

    Massive Time Savings: It would cut down template update time by 90% or more.

    Reduces Human Error: It removes the risk of manual copy-paste errors, ensuring our documents are always 100% accurate.

    Improves Compliance: This allows us to implement legal and operational changes almost instantly across all our templates, instead of fearing the manual update process.

    Problem Statement: Many of our most important templates were built "natively" in PandaDoc using individual text boxes, not an uploaded file.

    Our legal and operations teams frequently send us revised versions of these documents as a new PDF or Word file. When this happens, our only option is to manually:

    Open the new PDF and the old PandaDoc template side-by-side.

    Read through both to find the differences.

    Manually copy the new, updated text from the PDF.

    Find the corresponding text box in the PandaDoc template.

    Delete the old text and paste in the new text.

    This is an extremely slow,… more

    1 vote

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20. Mass Delete not used variables

    When a variable is created and then deleted, it is in the “NOT USED” list, but it still shows up for clients to answer. It would be nice to deactivate or have the option to Mass delete not-used variables instead of deleting them one by one

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Edit…  ·  Delete…  ·  Admin →
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