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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6080 results found

  1. Export emojis to PDF

    12 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. ability to save customised fields

    ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document

    12 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. ability to migrate/transfer image library from one workspace to another (EASILY)

    Would like the ability to move image library from one workspace to another easily.
    They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.

    12 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Lawpay/Affinipay

    Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    12 votes

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    2 comments  ·  Integrations  ·  Admin →
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  5. WorkDay

    Integration with workday to allow for documents to be sent out of workday and tracked.

    12 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. PDF field recognition improvements

    When uploading a PDF document as a template improve field recognition.

    12 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  7. Custom Line spacing option inside design section (including TOC)

    Ability to set up custom Line spacing for entire text within the document.

    12 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  8. Data storage exclusively in Canada

    Some customer's require storage to be localized exclusively within Canada

    12 votes

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    Idea  ·  1 comment  ·  Security & Compliance  ·  Admin →
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  9. Data storage in Australia

    Australian server/host location

    12 votes

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    Idea  ·  2 comments  ·  Security & Compliance  ·  Admin →
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  10. Change Paper Size for A4 to Default in Main Settings / Theme Settings

    Wants to use the A4 layout feature for all documents. Currently has to edit each one manually. There are two countries in the world using US format (US + Canada) - everyone else uses A4. Thank you!

    12 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  11. Make PD FedRAMP compliant

    Some federal agencies require a cloud provider to meet a certain criteria before they can work with a vendor. This authorization process is outlined here: https://www.fedramp.gov/

    12 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  12. Podio CRM

    Podio CRM integration

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it

    Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

    12 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  14. Same day reminder

    How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    12 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  15. Improve PDF output

    The PDF looks pretty good, but I always have to apologize for it when clients grab it, as the header and footer seem to cover up the content awkwardly.

    12 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    12 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  17. Automatic PDF attachments to emails notifying about a completed eForm

    With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    12 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Conditional formatting for fillable fields

    12 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Use Salesforce integration On iPad

    Salesforce integration with Pandadoc on Ipad

    12 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  20. The ability to hide the specific content of the document for a particular recipient

    12 votes

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    Idea  ·  3 comments  ·  Recipient Experience  ·  Admin →
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