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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 68 votes

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    7 comments  ·  Other  ·  Admin →
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  2. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  3. Latest activity in template level

    • will allow user's to view how long a user stayed in a page
    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. 4 votes

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  5. 3 votes

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  6. payment option using Authorize.net to delay based on a value in Salesforce

    1 vote

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  7. Hyperlink image in PDF

    The image with hyperlinks works in PandaDoc but it is not clickable in PDF.

    https://pandadoc.zendesk.com/agent/tickets/407458

    1 vote

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  8. Open the hyperlinks from PDF in the different tab as for now if you click on the hyperlink, it opens in the same window and you need to click back in the browser to get back to the PDF.

    https://pandadoc.zendesk.com/agent/tickets/407458

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Option to send leaderboard reports via email on a recurring basis.

    4 votes

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  10. Resize the table in the Reporting section

    1 vote

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  11. Option to view all workspaces from the dashboard.

    An option that will allow the user to view all of his workspace from the dashboard.

    6 votes

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  12. Auto-update contacts in PandaDoc once they're updated in Google.

    2 votes

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  13. Instead of having to download the folders with documents separately.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Able to preview a link with customized branding settings like logo and look and feel when shared in social media sites. Please add this option

    We will be sharing links to proposals in messenger services like on LinkedIn. We want the preview to be branded with our company, not pandadoc.... where are the settings to customize the link preview and icons that show?

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. Would be great to be able to sort Contact book by Company alphabetically.

    3 votes

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  16. The client would like to be able to see messages written (the message you can write before sending where we might use saved messages) even after a document has expired, for example. Can there be a way to do this without having to be CC on the document?

    2 votes

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  17. 1 vote

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  18. 1 vote

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  19. I'd like to be able to insert fields into the contract that require the recipient to update their contact information. Then, I'd like that information to be automatically added or updated in the contacts. Then, I'd set up other integrations to update my client's information across all of my platforms.

    3 votes

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  20. Ability to disable the emails that are coming upon user invitation in SSO.

    4 votes

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