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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5898 results found

  1. Mask content: Hide Information Until Recipient's Mouse Hovers Over It

    It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.

    The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)

    15 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  2. Ability to set custom payment amount to PandaDoc Documents

    Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.

    We can set custom payment to document from PandaDoc site but not through public API.

    15 votes

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    2 comments  ·  Quote to Cash  ·  Admin →
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  3. Global Settings: disable pdf download for entire account / Ability to disable the 'Download document' for recipients on the account level

    For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.

    15 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. create a report from the documents created per recipient

    create a report from the documents created per recipient

    15 votes

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    2 comments  ·  Other  ·  Admin →
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  5. QR Code (or barcode) on form instead of link

    Ability to use QR code instead of link for forms

    15 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Disable collaborator button.

    Give option for admins to disable the collaborator button.

    15 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Minimum Quantity in Pricing Table

    15 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Ability to See Attachments on Mobile App - Ios

    Attachments should be supported when viewing or signing on mobile app.

    15 votes

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    1 comment  ·  Mobile  ·  Admin →
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  9. Convert Cover Page to Content Page

    Client would like the ability to convert a cover page to a content page.

    15 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  10. waiting for payment and paid Doc statuses outside of payment integrations

    Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    15 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  11. Improve Product Catalog

    product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).

    15 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. More filters for documents

    Sort the document by status and direct period of time.

    15 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  13. Card details field for QuickBooks

    15 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Use excel to fill variables

    Use excel to fill variables

    15 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Japanese localization

    15 votes

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    0 comments  ·  Localization  ·  Admin →
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  16. Resize other blocks as an image block

    Resize text, pricing table/table like an image block in blank page & cover page

    15 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Subtotal to be used more than once in the pricing table

    Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    15 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  18. The ability to download a document as a Microsoft Excel file (XLS, XLSX)

    15 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Sort the documents by completed date and time.

    Option to sort the documents by completed date and time.

    15 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Round corners for blocks: Corner radius editing for content blocks (Rounded Edges for Text Block Borders)

    How about adding round corners to the blocks.
    Like in the PowerPoint. It will look especially nice on the cover page with the block background.

    15 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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