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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5385 results found

  1. Use images in saved messages

    Use images in saved messages

    10 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  2. Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace

    Document sequencing in a second workspace works with a shared template from first workspace

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. View exact time (timestamps) in audit trail section

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Add multiple text blocks at a time

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Have Document Summary on the left hand side panel without the Table of Contents

    Allow the addition of a Document Summary without having the Table of Contents

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  6. Ability for Approvers to Edit During the Document Approval Workflow Process

    I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
    Current Steps:
    1. Receive doc for review
    2. Review - while reviewing you see a necessary change
    3. You must click "Edit Document" and make your desired edits
    4. I then have to resubmit for review
    5. Review
    6. Approve

    As a reviewer role, I should be able to edit the document within my review and approve all at once which would…

    78 votes

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    6 comments  ·  Approvals  ·  Admin →
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  7. Allow sending emails from our own domain

    Allow us to send via our own domains via domain verification (DKIM, SPF and such).

    The recipient experience will be greater and they will feel more secure in opening it.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  8. Disable the option to edit a completed document

    Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    31 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →
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  9. Approval Workflow auto-reminders

    if an approver doesn't approve a document in a certain amount of time they get an email reminder

    25 votes

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    2 comments  ·  Approvals  ·  Admin →
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  10. Option to view documents from removed/archived Workspace

    Option to view documents from removed/archived Workspace

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Option to disable the Redlining Notification

    Option to disable the Redlining Notification.

    • will allow users to disable redlining notification
    6 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Select the whole pricing table as a multiple choice option.

    Multiple choice option on multiple pricing table.

    This featue will allow a signer/recipient to choose a single pricing table on mutiple pricing table on the document.
    - same as multiple option on function

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Have a user type that can see all workspaces automatically

    It would be easier if you could have a user type that could just see all the workspaces automatically and create new ones without having to be added to each one. Right now even the owner and superadmin can't see all the workspaces automatically.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Disable option for $ in a discount column

    Would like the ability to set a table in a document to only have % as an option for the discount section. Or have it as a setting workspace/template wide.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Restore Deleted Contacts / Contacts list version history.

    The functionality to restore contacts that have been deleted and undo a contact import.

    18 votes

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    2 comments  ·  Other  ·  Admin →
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  16. Approval Workflow for non-pricing conditions

    Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,

    What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?

    8 votes

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    0 comments  ·  Approvals  ·  Admin →
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  17. Add QES toggle setting to Templates

    Add QES toggle setting to the Template level, and then allow it to be reviewed/altered during the "DOCUMENT SEND" UI.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. The option to pull products to a pricing table in the same order as they are in Hubspot

    3 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  19. Add camera facility for the 'collect files' field

    Add camera facility for the 'collect files' field so recipients could access their camera to take a picture and have it uploaded to the field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. update preexisting date field format when updating account settings

    Ability to update preexisting date field format - when updating it in settings, it changes fields already existing in documents.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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