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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6095 results found

  1. Bulk sending of multiple documents via link sharing

    15 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  2. PandaDoc supports SVG images

    15 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  3. More options to add videos

    More options/ways to add videos. Embedding options

    15 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  4. show the VAT (value added tax) and the gross before tax/vat in Quote Builder

    It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder

    14 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Ability to customize formula in a pricing table.

    Ability to customize formula in a pricing table.

    14 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Change format of page number

    I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.

    14 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  7. [Content Library] Ability to save the Form as Content Library Item

    14 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  8. Compliance NOM 151

    https://dof.gob.mx/nota_detalle.php?codigo=5478024&fecha=30/03/2017#gsc.tab=0

    14 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  9. HubSpot: Preserve formatting when syncing rich text fields

    Customers want rich text formatting from HubSpot fields to be preserved when syncing into PandaDoc. Currently formatting is flattened into plain text, requiring manual cleanup and reducing efficiency.

    14 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  10. attach bundle documents as a single file upon completion

    attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    14 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Active Campaign: Ability to use tokens

    Pull in info via tokens with Active Campaign integration

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDo

    Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.

    14 votes

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    1 comment  ·  API  ·  Admin →
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  13. Ability to resize radio buttons

    14 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  14. Replace Source file for specific Page

    Would like to be able to Replace Source File for one specific page of the document instead of the whole document.

    14 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  15. Outlook

    Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Ability to set an expiration date for the document for "today/by the end of the day".

    Ability to set an expiration date for the document for "today/by the end of the day".

    14 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Bundling Documents, not only templates

    Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.

    14 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  18. Ability to sort user, email, and license type in Settings > Team

    Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    14 votes

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    2 comments  ·  Other  ·  Admin →
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  19. QR code for documents

    Custom QR code to our documents for recipients to use.

    14 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. content library export

    It would be great to have an option to export my content library

    14 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
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