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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6095 results found

  1. Place Page break in the middle of the table block

    11 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  2. Chat Notification: email notifications for chat messages

    As a user,
    I want to recieve an e-mail notification when a new chat message has been send in a document.
    so that I don't have to manually check or use the app to be notified of a new message.

    11 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  3. Smart content: multiple variables per one condition

    Option to set up a condition rule based on several variables, for example, if variable A has value A and B has B, the content will be populated

    11 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Clover

    New integration: Clover Payment gateway

    11 votes

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    2 comments  ·  Integrations  ·  Admin →
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  5. Conditional fields for API

    Conditional fields for API

    Option to use conditional fields in API

    11 votes

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    0 comments  ·  API  ·  Admin →
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  6. AMEX logo for Authorize net

    The integration still doesn’t show the Amex logo

    11 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Smart content - automatically remove blank page when smart content is not triggered and inserted

    11 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  8. Ability to hide the volume pricing rate card to the recipient

    11 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns

    Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.

    11 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Drop down menu in forms that will populate fields based on drop down selection

    example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    11 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  11. Transfer Data - pass Fields values to a new document

    11 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. add collaborator through API while creating a document

    add collaborator through API while creating a document

    11 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Mobile functionality in Monday.com

    Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Option to resize logo

    An ability to resize logo for the recipient's view

    11 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Conditional Content Based on Pages

    Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    11 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  16. Disable document and signature forwarding by default

    11 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  17. switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status

    switch fields in a template/draft document with Tab

    11 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Automatic conversion of Excel file to PDF within PandaDoc

    Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  19. Add items to the pricing table from the Catalog using the mobile app

    11 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Shared templates are added to the "All templates" folder

    Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.

    11 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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