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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7352 results found

  1. Option to set up field size and width when creating documents from a PDF via API

    Set up field height and width while creating documents from a PDF via API

    10 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  2. Clickable phone number link ☎️

    Ability to add a phone number as a hyperlink (now it is now allowing you to do so).

    10 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  3. Populate Document Expiration Date Variable before sending

    Be able to see the document expiration date variable filled in document before sending

    10 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Min/max numbers for text field validation (Numbers only)

    Text field validation_Numbers only: having an option to require a minimum number of numbers

    10 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  5. ability to print forms

    ability to print forms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  6. Page thumbnails for recipients: Show left-hand navigation panel at the recipient's view

    Hide the TOC on the document but leave the left-hand panel with headings for recipient to easily navigate across the document, i.e. the TOC is not visible on the document page, but headings are visible on the left

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  7. Bill.com

    Ability to connect with Bill.Com

    10 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. Forms improvements

    enhance PandaForms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  9. Email validation

    Email validation for contacts

    10 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  10. Same day reminder

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

    10 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  11. Ability to set Default Role when Inviting new Users

    If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    10 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Ability to remove header

    Remove header block.

    10 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  13. hubspot to pull tokens from multiple objects

    Ability to pull tokens from both Deal and Contant records simultaneously

    10 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  14. Stripe integration to pull info into PandaDoc, not for payments

    Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments

    10 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  15. Add attachments to email messages

    10 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  16. Bitrix24

    Integration with Bitrix 24

    10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  17. Ability to drag/move Support Chat Icon

    Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. Document deletion restriction for non-admins/managers / restrict deleting completed documents

    There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    Ability to only delete drafts and approved contracts, but not signed contracts

    10 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. The ability to hide the specific content of the document for a particular recipient

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  20. Capsule CRM

    Integration with Capsule CRM

    10 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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