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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7332 results found

  1. ability to turn off the ReCAPTCHA on forms

    ability to turn off the ReCAPTCHA on forms

    8 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  2. Freshworks

    Client would like direct integration with freshworks

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  3. Sorting of Tags

    Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table

    An ability to pull the catalog items data through the variables into the document/pricing table

    8 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  5. ability to resize the fields to smaller without hiding the data in pdf

    ability to resize the fields to smaller without hiding the data in pdf

    8 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  6. Option to preassign a person as primary recipient in a Form

    Option to preassign a person to the primary recipient's role in Forms so that the recipients won't need to fill out their email in a Form similar to what is stated to template embedding option for Classic Editor
    https://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussionhttps://developers.pandadoc.com/docs/javascript-template-embed#template-embed-code-discussion

    8 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  7. AvaTax (Avalara)

    Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. Collect Files Field Sync with Google Drive

    Customer would like there to be a way to easily send over uploaded files to Google Drive. (uploaded files from Completed Docs added via Collect Files Field)

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. Make Variable Field Type Boxes Expandable

    I have to type a paragraph or more into some variable fields each time I send an estimate. I realize that there are other text field options, but variable was used on purpose for formatting reasons. Please make the text box expandable so that I dont have to select and scroll back through the text each time I need to edit, its a nightmare!

    8 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  10. Filter documents by created date

    For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. [Mobile App] Ability to manage integrations in mobile version

    Integrations in mobile version.

    8 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  12. Sender notification when document is printed / downloading

    notification if the User/Sender can be notified if the recipient prints out the document?

    8 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Option to Not make a recipient as signer when assigned to a field

    Option to Not make a recipient as signer when assigned to a field

    8 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  14. Encrypt emails

    Encrypt emails

    8 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  15. Pass address fields from Freshsales to Pandadoc

    When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Allow upload image as an option for Available initials types.

    It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.

    8 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. HubSpot Access on Document upon Completion

    Have the HubSpot integration access in the document when it has been completed.

    8 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Signature field improvements

    8 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Allow recipient to download Word file of the document.

    8 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  20. Pricing table: quantity as variable

    Allow to map quantity of items to certain variables

    8 votes

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    Idea  ·  3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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