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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6839 results found

  1. Ability to make the video thumbnails smaller

    1 vote

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  2. Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed

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  3. In MS Word, you can use fields to link to header names, page numbers, captions - this would be a really helpful tool in PandaDoc. We often have to make minor adjustments to our templates, as clients sometimes ask us to address something specific in their proposal. If I add another section/figure to the document, I need to manually change any references to headings, figures, tables.

    1 vote

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  4. 1 vote

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  5. 1 vote

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    1 comment  ·  Other  ·  Admin →
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  6. This would be particularly useful when sending contracting documents on behalf of our legal counsel.

    1 vote

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  7. For a workflow document, we create a new field and for its location we choose “match text”. We provide text that would be on the document (i.e., “Subcontractor Signature”. It asks for x and y offset from the location, as well as the option to have it look in a certain page range, as well as which occurrence to use should there be more than one match in the document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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  9. Manually changing document status in the MS Dynamics iFrame

    1 vote

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  10. Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate

    1 vote

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  11. Ability to export selected PDFs from multiple searches in a single batch

    1 vote

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  12. 1 vote

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  13. Time Block

    1 vote

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  14. Ability to use the CardConnect payment gateway

    1 vote

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  15. Option to enable to see the recipient on the inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. Ability to set the Document Value in a Content Library

    1 vote

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  17. option a delete recent templates from document wizard

    1 vote

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  18. user to fill and sign only once, and then two copies are generated based on the one user filled and signed.

    1 vote

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  19. Optionn to store web base items like logo, images, reciept etc that has expiration.

    1 vote

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    1 comment  ·  API  ·  Admin →
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  20. columns to retain their default name in Ev2 once after unhidden

    1 vote

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