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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7325 results found

  1. Ability to convert documents/document information into an invoice

    6 votes

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  2. Save Variable Placements/formatting on uploaded PDF's. This way if a PDF needs to be re-uploaded there is an easy to move all of the Variables from the current document/PDF Upload to the new upload PDF.

    6 votes

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  3. Hibob HR Software integration

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. Option to generate session ID for draft document

    6 votes

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    0 comments  ·  API  ·  Admin →
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  5. See activity of the template just like on documents. In this case, a template was deleted and the account would like to be able to see who did it.

    6 votes

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  6. An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.

    6 votes

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  7. PandaDoc Notary via PandaDoc mobile app

    6 votes

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    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!

  8. Add the option to hide the columns in pricing table via API.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  9. option to assign users to view a specific template only

    6 votes

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  10. Quick and easy way to add CC on all documents sent from PandaDoc.

    6 votes

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  11. 6 votes

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  12. more options to resize Present Mode

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Resolve issues that result in emails to our clients getting blocked or going to spam

    6 votes

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  14. Have the ability to save changes manually instead of relying on the cloud

    6 votes

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  15. 6 votes

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  16. I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.

    6 votes

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  17. Integration with Dynamics 365 Business Central

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.

    6 votes

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  19. Add an option to choose whether or not you want a line item to be taxable behind the scenes instead of only in the pricing table.

    6 votes

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  20. Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.

    6 votes

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