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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7171 results found

  1. Auto page break when convert to editable doc

    When uploading a long contract, it does not insert page breaks automatically. When I want initials at bottom of each page, it makes it impossible without manually chopping it up myself which is difficult. I would like for a word file to import with exact same format and page breaks.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. When sending a document to multiple signers to have a message for just one signer.

    When sending a document to multiple signers to have a message for just one signer.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Expand the interoperability of suggested edits ( comments ) and API

    • Add a unique identity to every comment (GUID)
      • Add all Comments to the "Get Document Details" API Payload
      • Add all Comments to the Webhook Payload
      • Add new Webhook events for when comments are added, updated, or deleted
      • Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
      • Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
      • Add features to perform bulk actions on all Comments for Resolve or Clear/Delete,…
    5 votes

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    1 comment  ·  API  ·  Admin →
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  5. Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.

    Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. PayPro/Przelewy24

    If you're looking seriously at the Polish market it would be a great idea to integrate with PayPro/Przelewy24 as a payment gateway.

    It's an online payment system everybody here uses and loves. Especially the BLIK functionality. Very convenient.

    The integration should be simple enough.

    5 votes

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    3 comments  ·  Integrations  ·  Admin →
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  7. Populate product quantity and/or product price from a Google Sheet

    The ability to calculate quantities needed on a Google Sheet and then integrate that with PD

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Make Payment Optional

    I would like to have a customer be able to optionally make a payment from a completed document, but not require it ever time.

    Our use case is that I'm going to have a whole package that we'll send a customer once we've reached the right point in the process. It will have a Welcome letter, a Non-disclosure agreement, a copy of our W9, and an invoice for the service we are about to provide.

    Today, our payment options are them sending a check, or I'll give them bank account details they can send to via ACH. Eventually, I'd like…

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  9. Ability to Reorder Templates by Drag and Drop

    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.

    5 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  10. global settings for fields / bulk changes

    The ability to change the properties of fields for all documents, i.e. the "require" option for recipients

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Align checkboxes into table cells (see description)

    It would be useful to have the option to properly align checkboxes and other fillable fields within tables, so that for instances where you add information to the table, it doesn't misalign multiple checkboxes within a document or template.

    Currently if you manually align multiple checkboxes on top of a table and then, for example, add text to a table cell next to it which creates another line, it will misalign all of the checkboxes on the document. It would be helpful if instead of placing these checkboxes "above" the table, at least have the option to add it within…

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Allow issuing Forms from API

    Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.

    This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.

    5 votes

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    0 comments  ·  API  ·  Admin →
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  13. Default drop down lists

    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.

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. reporting data sent to email

    reporting data sent to email

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  15. Pre-set but adjustable auto-reminders

    Make default auto-reminders every 3 days, like in docusing.

    While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .

    Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.

    5 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  16. Non-taxable line items

    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.

    5 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. API & QES: Add QES toggle as input parameter to the SEND endpoint

    The QES toggle is available interactively, from the "DOCUMENT SEND" UI. To support similar, API-based use cases, add a QES toggle as input parameter to the SEND endpoint

    5 votes

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    0 comments  ·  API  ·  Admin →
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  18. Option for Quarterly Billing pricing in the catalog

    Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.

    5 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Change Form owner

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Ability to set a custom font by default at the account level

    It would be helpful to be able to set a default Google Fonts custom font to avoid the need to update the font on each document.

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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