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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7171 results found

  1. Ability to move pages between two bundle document

    Move pages between two bundle document

    https://pandadoc.zendesk.com/agent/tickets/420647

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. Change uploaded page background

    Option to change the page background if the template/document was created by an existing file (ppt/pdf/...)

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Ability for recipient to circle text, like radio buttons (type of a field)

    Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Ability to set the display recipient's email address and not their names in the list view.

    Ability to set the display recipient's email address and not their names in the list view.

    5 votes

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    2 comments  ·  Other  ·  Admin →
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  5. Create a document with a filled signature field via API: pre-sign a document/template via api

    5 votes

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    0 comments  ·  API  ·  Admin →
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  6. Charts for Reporting

    Graphical representation reporting - pie charts and other visuals

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Attach completed PDF to Leadconnector CRM via Zapier

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Sync document value with custom payment amount

    Update document value when set up a custom payment amount in the payment block.

    5 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Setting specific renewal date manually

    It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Redlining: ability to enable / disable suggestions for certain recipients only.

    Ability to enable suggestions for certain recipients only.

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. Allow first signer to add another recipient on the document to sign

    5 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  12. Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document

    Option to track who the link was shared to when a recipient forwards a document link

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. Ability to transfer fillable fields data via data transfer feature.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Smart content: list of variables

    If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Manage integrations via Integrately

    To have the option to directly manage integrations via Integrately.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Option to sync Hubspot Deal amount to Document value without the use of pricing table

    Option to sync Deal amount to Document value with out the use of pricing table

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Accept Variables with Blank Value in Smart Content

    The functionality to see a variable has a value or is blank within a smart content block

    5 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  18. Option to support 3rd party digital signatures

    Option to support 3rd party digital signatures

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Option to change the document owner once a document is generated from CRM

    Option to change the document owner once a document is generated from CRM.

    • Will allow the creator of the account to choose the owner of the document once creted from CRM
    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  20. The ability to separate documents in a bundle to be totally separate document.

    Remove a document from a bundle and make it a totally separate document without having to use the content library.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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