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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6461 results found

  1. yes or no option as a fillable field

    2 votes

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  2. 1 vote

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  3. Currently only document creator can be listed as the owner of it. However it's critical for us to have the team member's account as the owner for accurate reporting data. Our team doesn't build proposals, they are just cc'ed

    1 vote

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  4. Ability to customize a link/URL to show the client's name and order number.

    1 vote

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  5. 13 votes

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    9 comments  ·  Other  ·  Admin →
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  6. Allowing Canva DOCS to be utilized in Panda

    2 votes

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  7. What I need is a way to protect a pdf so that it cannot be modified, and that it remains protected or in read-only mode.

    3 votes

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  8. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Add TITLE and NAME to the premade content boxes as fast options. Current feature in Docusign that is hugely helpful.

    1 vote

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  10. Have the ability to hide or remove the document value from the recipient

    1 vote

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  11. 1 vote

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    0 comments  ·  API  ·  Admin →
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  12. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. 1 vote

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  14. 1 vote

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  15. I'm building up our workspace structure whilst integrating Pandadocs with our internal systems. I have a Webhook working at the top Workspace level but have noticed it isn't triggered at the child workspace level.

    I've looked at the integrations for the child workspaces and there are no webhook entries. I've viewed the parent webhook, and there's no option to share this across workspaces.

    Is it possible to have a webhook triggered across our entire account? Or would I need to setup a webhook for every single workspace?

    1 vote

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  16. Ability to add an image without using a text block and move it from on page to another.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Pull in info via tokens with Active Campaign integration

    11 votes

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  18. 2 votes

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  19. As the Admin/Owner, Enterprise account I access this list often. In the Admin Panel: Workspaces - Give option for a dynamic list view of all workspaces. The current view is manual and cumbersome to scroll through when searching through my over 100 workspaces. Giving the ability to filter/sort and add columns in the list view with information about the workspace (e.g., Active users, pending invites, roles activated, etc.).
    And while seeing the logo for each workspace on this screen is a nice to have, if it was an incorrect logo or needed to be updated I couldn't do anything from…

    1 vote

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  20. Pricing table column will be hidden if there is no value once the document is generated.

    5 votes

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