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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5360 results found

  1. Ability to change the properties of multiple text fields at once

    4 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. video content block - option to not skip or fast forward the video

    video content block - option to not skip or fast forward the video

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Admin and Manager Access to User Workspace Documents without Classified Content

    The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Editable Appcues per workspace

    Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  5. hide the option to Create a trial account when the document is completed

    hide the option to Create a trial account when the document is completed

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Conditional rule

    Customer would like to create a conditional rule base on the recipient's selection and not on variable

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Notifications for cc recipients whenever document is signed by a Signer

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Option to turn off auto-sending once the CC'd recipient is added to Sent document.

    4 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  9. Assign signature based on coordinates

    Have a way that I can create a document with a PDF and programmatically define where I want a signature and date field to go (based on coordinates on the page)?

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  10. Limit access to Template/Documents regardless of license type

    Allow the owner of a document to select who can view the document regardless if they have Admin access.

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. ChargeBee

    Integration with ChargeBee

    17 votes

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    2 comments  ·  Integrations  ·  Admin →
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  12. Option to send 2 seperate emails to Approver Groups

    Will allow the user to send 2 separate emails to the Approval Groups

    1 vote

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    1 comment  ·  Approvals  ·  Admin →
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  13. Ability to remove / customize quick access templates preview

    Ability to remove / customize quick access templates preview

    5 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  14. Import / Update contacts in PandaDoc using Zapier (across all workspaces)

    Import contacts in PandaDoc using Zapier (across all workspaces)

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. add Maverick payment gateway

    add Maverick payment gateway

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Make .docx downloads support fillable fields when they are filled out.

    Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Ability to turn off pre-made content library items

    I want to remove ALL "Made by PandaDoc" content from the Content Library, as we will never use those. They simply clutter the experience and make it harder to find the content that we created. It would be satisfactory to move all that packaged content into a subfolder that could be ignore (or better yet, hidden). The point is that we will not use and do not want to see that content, leaving only the specific content that we have created.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  18. Edit the department options that appear when new users join PandaDoc

    Be able to edit the list of departments that appear when a new user signs up. Right now specific departments like Sales, Marketing appear but it would be nice to customize the options that appear.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Adjust the boldness/line thickness of a draw signature

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  20. The ability to add page numbers to certain pages only

    For example, some pages are section dividers and should not have page numbers.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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