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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7439 results found

  1. Add SecurePay as payment option

    Add SecurePay as payment option

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Add custom validity to a signed document

    Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  3. Font color of pricing table optional items

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Radio Buttons - move using arrow keys

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. cryptocurrency pricing options

    Add cryptocurrency pricing options on documents, eg Bitcoin, Ethereum, etc.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Recipients can hide or show selected text block in a document (make is expandable)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  8. create a pricing table with rows from scratch using the API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  9. Ability to export list of all the folders and files within the app, export folders tree.

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  10. Borders Overlapping Images in PDF

    When I PDF my quote that has borders and images, the image and borders overlap. Doesn't look very nice. Also, page breaks have not been figured out with multiple pages using a pricing table. leaves an empty row at the bottom of the page. I can't upload photos because this forum will not let me.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  11. Ability in Quickbooks integration to reroute it to "Sales" so QB knows when a customer has paid a deposit.

    Ability in Quickbooks integration, instead of automatically creating a product/service line in QB if the document name is not found, reroute it to "Sales" so QB knows when a customer has paid a deposit.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. Different permissions for collaborators for the specific document's parts

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. send changes for approval - collaborators feature

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  14. Ability to put a checkmark in the pricing table next to the line item in a related column.

    Name Column 1 Column 2
    Product 1 + -
    Product 2 - +
    Product 3 + +

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Resizable, movable smart content block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Quality/clarity of uploaded image

    Make sure uploaded images to the collect files field are clear/not blurry and easy to read. Use case: If recipient uploads a QR code, if it's too blurry the customer cannot use the image that was uploaded.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Verbal signature

    We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.

    NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.

    "Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Web video chat request

    The ability for a recipient to click "video contact", to contact the sender if they have questions on filling out the document. Use case: HR onboarding documents.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Connect with Easy Pay Direct merchant account to collect payments from recipients

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  20. Ability of the attachments to be converted into PDF and added to the document. - aaron@citeright.net

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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