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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7255 results found

  1. Fix navigation menu to avoid collapsing: Don't like collapsing navigation menu. There's no option to fix this recent change.

    Very recently, PandaDoc changed for the desktop version, so that the left navigation menu collapses automatically when you are not active with the mouse in that window. I really despise this change, but there is no option to do anything else.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  2. Option to edit a document that will take effect on all sent docuemnts

    Option to edit a document that will take effect on all sent documents.

    • will allow the user to edit specific document that will also take effect on same sent docuiments
    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. Ability to place signature boxes via page number and x,y coordinate values in API. - jeff@euro-wall.com

    Being able to upload the source doc and define the fields via page number and x,y coordinate values would be useful.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  4. Character Limitation with headings in Table of Contents

    Can we remove the limitation or increase the amount of characters available for headings in the Tables of contents?

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Keep Comments on Document after editing

    Keep comments after moving a document from sent to draft status.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. API reporting for link validation

    1 vote

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    0 comments  ·  API  ·  Admin →
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  7. Milanote

    An integration with the creative app Milanote, allowing for documents to be shared into the Milanote app such that they're dynamic (ie. when you click on the document it takes you through to PandaDoc).

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Restrict users from being able to download the documents as .docx files.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. The ability to set formatting across multiple selected table cells without having to reset when tabbing to the next cell.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Ability to default what info shows up in your pricing table when adding catalog item

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. The option to have 2 price columns and pick one

    The option to have 2 price columns and pick one

    https://pandadoc.zendesk.com/agent/tickets/369220

    1 vote

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  12. Ability to input custom font size in text editor

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  13. "My Signature" tab should be available in Free eSign plan.

    "My Signature" tab should be available in the Free eSign plan where the uploaded signature in the Personal info settings appears under this tab to automatically input the signature in the document.
    From: info@steuern-schuster.de

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Export ALL figures in Deals as CSV so they can be imported to other apps to update Dept budget figures

    This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. The ability for users with a 'Member' role to view all documents in a workspace, but not have the ability to edit/delete them.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. ability to use variables for Pipedrive line item taxes separately and not as a sum.

    ability to use variables for Pipedrive line item taxes separately and not as a sum.

    1 vote

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  17. Allow variable values to auto-update in a document when updated in Salesforce

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. Pass info from a form response and transfer them into a template via variables.

    Option to transfer field info to the template aside from variables and pricing table.

    • Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
    1 vote

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  19. Have different document name on the recipient's end

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  20. Sequence number in catalog products

    1 vote

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