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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7353 results found

  1. At the moment, we can only highlight the text inside the text block ( content block). Please include this feature in the text field ( fillable field)

    3 votes

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  2. Collect Data/Report of Version History log

    4 votes

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  3. Customer would like to have another approval workflow after changes has been made for suggest edits

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  4. 4 votes

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    1 comment  ·  API  ·  Admin →
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    • Will allow user to edit Role permissions, on thier preferred preference.
    2 votes

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  5. The "Log Out" button in the new interface is difficult to locate.

    2 votes

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  6. Ability to download documents as PTX and P12

    2 votes

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  7. be able to download a report of recipients who haven’t signed or signed the documents

    8 votes

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  8. Align the title in the center on the cover page automatically

    1 vote

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  9. Send a prompt to the document creator if they select/ edit specific parts of a document. The prompt could be created by the users in the account to provide information regarding their customers in relation to the document.

    2 votes

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  10. Add tags to multiple content library items at once

    2 votes

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  11. 2 votes

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    0 comments  ·  API  ·  Admin →
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  12. You can forward completed documents, but the nonrecipients can not view the document.

    2 votes

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  13. 2 votes

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  14. Conditional Fields - only show certain drop-down options for another field

    2 votes

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  15. Merge several tables into one

    3 votes

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  16. It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office

    4 votes

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  17. The ability to have an automatic calculator based on the identified blocks. Similar to the pricing table, however, The blocks can be placed anywhere in the Template/Document/Form and once an Auto Calculate Box is activated on a specific text box. The Box will automatically calculate in total from the identified text blocks.

    6 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  18. Product Catalog - Ability to display video or a preview and not just a hyperlink

    1 vote

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  19. I would like to request a hidden notes section on a product. This would allow us to add notes to assist our new sales people. For example it would allow us to create a note for sales people reminding them the recommended minimum of a certain item. This field would not be visible to the client. Currently we are adding an additional field for notes when we create a product. However a salesperson has no way of knowing this field exists unless they set it to visible when adding the product to a pricing table or quote.

    1 vote

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