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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

    1 vote

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  3. Automatically change names of a selection of documents.

    1 vote

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  4. not to be abled to fill the field if the data does not match with other field

    https://pandadoc.zendesk.com/agent/tickets/583678

    1 vote

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  5. 1 vote

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  6. Pay with Stripe without being redirected to a Stripe hosted payment page.

    2 votes

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  7. In case PDF page breaks occur on the pages with Quote builder, enable an option include quote builder header on the each page in the downloaded PDF

    2 votes

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  8. Option to disable or customize this prompt (by adding custom team options) when a new user joins.

    2 votes

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  9. Disable Home and keep only Team dashboard

    1 vote

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  10. Customer would like to have the choice to conceal the cents in the document value variable.

    1 vote

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  11. Ability to send Salesforce related files as PandaDoc documents.

    1 vote

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  12. See activity of the template just like on documents. In this case, a template was deleted and the account would like to be able to see who did it.

    6 votes

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  13. Custom indents for text & lists

    8 votes

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  14. Last year the feature was enabled (in response to this idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40261645-template-to-doc-folder) to create an automation that moves a document to a certain folder once it has been either sent or completed. This is exactly the feature I want, only I'd want it to be triggered from the document's point of creation. We have multiple different templates, and currently all documents created from them get placed into the same folder and need to be manually sorted. Letting us choose which folders documents created from different templates go to would be enormously helpful in keeping our documents organized.

    1 vote

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  15. 4 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Automations for Xero

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. Format the fillable text field with bullet points, numbering, bold/italic/underline text. Basically the same options available for a text block so recipients can list bullet points, bold, etc.

    65 votes

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  18. Ability to add/update the footer on multiple items (documents, templates) at once

    3 votes

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  19. An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.

    6 votes

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  20. The ability to control the statuses of the documents that are visible in Home (Actions required / Waiting for others / Finalized). F.e. the user should be able to remove Expired/Declined documents from the Actions required view if those are not needed.

    2 votes

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