Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to get the IP or I identify who access the document using Audit Trail

    1 vote

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    0 comments  ·  Other  ·  Admin →
  2. When a form is embeded in a web site and Chrome cookie setting is set to "Block third-party cookies", JavaScript error below happens.

    "DOMException: Failed to read the 'localStorage' property from 'Window': Access is denied for this document."

    As a result, the form is not displayed at all on our web page.

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    33 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
  6. The title of a form can automatically or manually be changed by form recipients.

    2 votes

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  7. Have an archive of everyone that email was delivered to, so they can be downloaded.

    1 vote

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  8. Some customer's require storage to be localized exclusively within Canada

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  9. Accessibility in PandaDoc

    10 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
  10. Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  11. 70% of our b2b clients go through third party financing to pay, so we are unable to track or conduct reporting on the % of clients who sign their contract and agree to the deal (marked complete) and then actually pay and progress all the way through finance (marked paid).

    Please add an option to manually mark completed documents as paid. The absence of this is a real challenge for our reporting.

    2 votes

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  12. Email validation for contacts

    7 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
  13. Page breaks break blocks into two block

    1 vote

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  14. Upload contacts as CSV

    1 vote

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  15. Forms info transfer into a contract
    Looking for data to pull into the Form (such as automated variables to match in contract)

    1 vote

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  16. Ability to download all completed documents within a selected date range.

    1 vote

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  17. Give PandaDoc a more robust local cache in the client browser, so that network connectivity disruptions are less likely to result in lost work.

    1 vote

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  18. Edit images in library (i.e. crop, rotate, color etc.)

    45 votes

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    Idea  ·  6 comments  ·  Other  ·  Admin →
  19. The ability to send a template to a user outside of PandaDoc to collaborate on just one time (fill in specific fields: price, hours, notes, etc.) - by granting privileges for one template

    6 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  20. We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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