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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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283 results found

  1. 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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  2. Option to send leaderboard reports via email on a recurring basis.

    4 votes

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  3. Resize the table in the Reporting section

    1 vote

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  4. 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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  5. Ability to get the IP or Identify who access the document using Audit Trail

    8 votes

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

    2 votes

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

    2 votes

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  8. 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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  9. Would be great to be able to sort Contact book by Company alphabetically.

    3 votes

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  10. 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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  11. 1 vote

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  12. 1 vote

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

    4 votes

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  15. 2 votes

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  16. Modify Billing notification on payment subscription

    2 votes

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  17. ability to disable document forwarding for public view.

    4 votes

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  18. countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)

    3 votes

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  19. Ability to check which of the documents have files attached via "collect files" field.

    1 vote

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  20. 1 vote

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