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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7196 results found

  1. Change old private comment to public

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Remove Terms and Conditions message for CC recipients

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Allow deleting PandaDoc documents from Pipedrive

    I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. OpenID connect

    Support OpenID connect via Oauth flows.

    1 vote

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  5. Display all bought add-ons in PandaDoc Billing

    At the moment only the volume based (API, Bulk send, Forms, etc) add-ons are displayed in PandaDoc Settings -> Billing. If the client is on Business plan with renewal add-on, the client won' see it. So the feature request is to be able to see all the add-ons you've bought

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. Cover Page Duplicate with another name

    Have a copy of a cover page but with a different name, so it is clear that it can be used not only as a cover page but as a normal page with absolute positioning of the blocks and anywhere in the template.

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Copy of a template to be a different color

    When duplicating a template - allow it to be a different color so it is clear that it's a copy, as the word "copy" is not always noticeable and edits are done on the original template instead of the copy.

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  8. The possibility to save PDF's in RGB instead of CMYK

    I get complaints from our branding department, that the PandaDoc PDF's are saved in cmyk in stead of rgb.
    Which means the colors don't match with our other documents and website

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Images in WS list

    Make images in the ws list look beautiful.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Swiping a card

    Basically we're looking for an opportunity to use PandaDoc for our on-site final paperwork so we can collect payment at the end of the service. Swiping a card has a smaller processing fee than keying it in directly, so if we had the option to swipe a card instead of key it in, we would want to use that.

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  11. Block the default email notification with final copy for a specific user

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Recognize pricing tables (and calculate the document value) after the document/template is created via upload based on the pdf of the PD doc

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Payment gateway with EasyPayDirect

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. attach the PDFs of the completed documents under Documents in an Opp record in Sugar

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Send a notification when PandaDoc account is disconnected from Salesforce

    1 vote

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  16. the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  17. auto-populate images depending on who is sending the document

    auto-populate images depending on who is sending the document

    1 vote

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  18. Non-licensed user receive viewed notifications

    Recipients without a license would be able to receive notifications that the other recipients have viewed the document.

    1 vote

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  19. The ability to customize the emails for approval workflow.

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  20. Adjust the subfolder view for long folder names

    Make folders within the PandaDoc with lengthy names display the full name/adjust the display column setting to fit in the full name

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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