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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7108 results found

  1. Payment required to view the document

    Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

    7 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  2. List / sort folders in alphabetical order

    List folders in alphabetical order

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  3. Conditional fields for API

    Conditional fields for API

    Option to use conditional fields in API

    7 votes

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    0 comments  ·  API  ·  Admin →
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  4. block content blocks for recipients during redlining

    block content blocks for recipients during redlining

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  5. Ability to set document layout for all the uploaded documents.

    Ability to set document layout for all the uploaded documents.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  6. Bulk print multiple docs

    My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.

    7 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Set pricing table currency upon document creation via API

    Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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  8. Hide pricing table column if there is no value once the document is generated.

    Pricing table column will be hidden if there is no value once the document is generated.

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Email notification for Sender to verify that the document is sent

    email notification that the document is sent

    https://pandadoc.zendesk.com/agent/tickets/402131

    7 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Salesforce: Release notes for recent changes

    do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
    here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
    : but it stopped a while back, it would be great if they started publishing that again

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Button to delete your account

    delete account button in profile settings maybe? Please advise where this elusive option can be found currently.

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Change the order in which the fillable fields can be completed: from top to bottom, instead of left to right

    Instead of left to right, have the option for fields to be filled out from top to bottom.

    https://support.pandadoc.com/hc/en-us/community/posts/5403538441111-Fillable-Field-Order

    7 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  13. bulk download templates/documents as a Docx

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  14. Option (button) to delete a role when assigning recipients to roles and creating a document

    delete role during the add recipients stage in creating a document

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  15. Stax

    Integration with Stax payment gateway

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Add Shared with me folder for Templates to mobile app

    Add the Templates > 'Shared with me' folder to the mobile app. As many of the master templates for an enterprise are shared from another folder, it makes sense to be able to access these from the app.

    7 votes

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    0 comments  ·  Mobile  ·  Admin →
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  17. Allow collaborator's to add/create documents to a "shared with me" folder

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  18. Version history - export/download templates / Ability to print changed versions within PandaDoc UI

    version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  19. 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.

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  20. Remove all required fields at once

    remove all required fields at once

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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