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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7360 results found

  1. Option to auto-update the documents after updating the template

    Have the option to auto-update the documents after updating the template used to create those documents

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    10 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Place Page break in the middle of the table block

    10 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  4. Smart Content Works on Cover Pages

    Be able to use smart content on cover pages.

    10 votes

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

    New integration: Clover Payment gateway

    10 votes

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    2 comments  ·  Integrations  ·  Admin →
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  6. Ability to bundle products with one-time payments and recurring payments into one batch

    10 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    In Development  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  7. Conditional fields for API

    Conditional fields for API

    Option to use conditional fields in API

    10 votes

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    0 comments  ·  API  ·  Admin →
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  8. Pull items from content library as an attachment/hyperlink

    Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.

    10 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  9. Partial payments with Stripe: The option to divide a payment amount when collecting payments via Stripe

    10 votes

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    3 comments  ·  Quote to Cash  ·  Admin →
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  10. Support editable content published from Canva

    10 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. Update uploaded file layout

    Add an option to match layout of the uploaded file to pages in PandaDoc

    10 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Expand the properties of fields available to the API: make fields required / non-required via API

    Allow setting of required/not-required or assign owner of a field on document create.

    10 votes

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    0 comments  ·  API  ·  Admin →
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  13. Limit supported file types accepted by Collect Files Field

    It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.

    10 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Recover deleted Form [Workaround in comments]

    10 votes

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    2 comments  ·  Forms  ·  Admin →
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  15. View and track edits feature in the document version history like in MS word or google docs

    track edits feature in the document like in MS word or google docs

    10 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Generate links for documents in bulk, generate and send via links for bulk send

    Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Transfer content between accounts: Option to transfer document /template/Library items to other account.

    Option to transfer document /template/Library items to other account.

    10 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  18. Don't auto send the document to the next signer when share via link and signing order are set up.

    10 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Option to have the signer read the document before signing

    Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    10 votes

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    2 comments  ·  Other  ·  Admin →
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  20. The ability to change text sizing and font throughout the document all at once without using a theme

    Without having to use a theme to do so.

    10 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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