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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7325 results found

  1. Manage integrations via Integrately

    To have the option to directly manage integrations via Integrately.

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Default Text Box / Blocks size

    Ability to see the width of a given box and than adjust the others until they are the same width

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  3. adjust the signed pdf name of the completed document

    once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Forms info transfer into a contract: Update a contact with form responses

    Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info

    6 votes

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    2 comments  ·  Automations  ·  Admin →
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  5. Move documents to folders based on status: ability to set a default Documents tab view and transfer documents into folders

    6 votes

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    1 comment  ·  Automations  ·  Admin →
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  6. Remove logo from branding entirely within a workspace

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Export comments/suggestions to Excell or Google Sheets

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  8. Editing signing order from the Send document window

    The option to edit signing order from the Send document window.

    6 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  9. Automatically add roles when you add smart content with the content library items.

    Option to automatically add roles when you add smart content with the content library items.

    6 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  10. Be able to change the background color of text fields (not text blocks)

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. Specify how the payment is made (ACH, Card)

    Specify how the payment is made (ACH, Card)

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Renewal Reminders to various recipients

    A feature to reminder for renewals to various recipients will be great!

    6 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Option to filter documents by integration linked / not linked status

    Option to filter documents that is not linked to an Integration.

    -will allow the user to filter document that is not linke with Salesforce, HubSpot etc.

    6 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. The ability to put a table block inside a text block.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  15. Use text values in pricing column: add text to the price column in the pricing table

    add text to the price column in the pricing table like: To be determined instead of the price

    https://pandadoc.zendesk.com/agent/tickets/371750

    6 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. dynamically populate images from "collect files" field

    dynamically populate images on the document level from the "collect files" field

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Delete recipients from signed documents

    Delete recipient from signed document
    https://pandadoc.zendesk.com/agent/tickets/368762

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. bundling approval workflow

    Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--

    6 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. Don't allow automatic PDF page breaks between headings and their subsequent paragraphs

    In MS Word, I have the option of setting Headings and Paragraphs to "Keep with next" or "Keep lines together" or "Page break before". This would be a helpful feature in Pandadoc when I am doing contracts, there are certain places where I want to prohibit lines from being orphaned to a new page no matter how much content gets put in front of it. I don't want to use a page break because IF all the content CAN fit on a single page, then that is how I want it. But IF it needs to roll to the next…

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Ability to embed Editor 2.0 to web application

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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