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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. AMEX logo for Authorize net

    The integration still doesn’t show the Amex logo

    11 votes

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    0 comments  ·  Integrations  ·  Admin →

  2. smart content in header

    be able to add smart content into the document header

    11 votes

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    1 comment  ·  Other  ·  Admin →

  3. Ability to set a default CC'd recipient email for all documents

    Ability to set a default CC'd recipient email for all documents

    11 votes

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    1 comment  ·  Automations  ·  Admin →

  4. Invite or create users via API

    Option to create a new user or invite a new user via API.

    11 votes

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    0 comments  ·  API  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Create user via API

  5. 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 →

  6. resend sent documents via API

    resend sent documents via API / For example, let's say the document is sent for signature and one of the signers deletes the email, how can I have that email sent again?

    11 votes

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    2 comments  ·  API  ·  Admin →

  7. allow recipients to choose a payment method

    allow recipients to choose a payment method

    11 votes

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    5 comments  ·  Quote to Cash  ·  Admin →

  8. Transfer Data - pass Fields values to a new document

    11 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  9. 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 →

  10. Disable document and signature forwarding by default

    11 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →

  11. Pull Salesforce line items in the same order they are in SF

    pull the Salesforce lie items in the same order they are in SF

    11 votes

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    0 comments  ·  Integrations  ·  Admin →

  12. 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 →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  13. 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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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  14. 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

    11 votes

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    1 comment  ·  API  ·  Admin →

  15. Automatically add Pipedrive custom product fields to pricing table

    Automatically add Pipedrive custom product fields to pricing table

    11 votes

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    2 comments  ·  Integrations  ·  Admin →

  16. Admin License

    Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.

    11 votes

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    0 comments  ·  Other  ·  Admin →

  17. Populate Document Expiration Date Variable before sending

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

    11 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  18. Bill.com

    Ability to connect with Bill.Com

    11 votes

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    1 comment  ·  Integrations  ·  Admin →

  19. Rotate fields

    11 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  20. Sender notification when document is printed / downloaded

    notification if the recipient downloads or prints out the document?

    11 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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