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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. 1 vote

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  3. Ability to automatically create a new project in the projects section in Zoho once the document is completed in PandaDoc.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. 1 vote

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  5. Ability to turn existing check boxes on a PDF into radio buttons without losing formatting. Such as the Form I-9 to choose citizenship status. This needs to be required that they choose one, but I cannot require which they choose.

    4 votes

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  6. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  7. Right now -- only percentage values are mapped per the help center article, not discounts set in a flat amount (for example, $1).

    2 votes

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  8. 10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Clear signature from pre-signed signature block. At this time, the only way to clear the signature from the block is to delete it or reassign it.

    2 votes

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  10. 2 votes

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  11. edit sent documents via mobile app

    10 votes

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    2 comments  ·  Mobile  ·  Admin →
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  12. Many of our sent proposals are being marked as Viewed even though the client has yet to open the URL. This is due to their strong spam filters opening the links automatically in a sandbox environment before delivering the email as safe to the staff mailbox.

    Two items that could improve accuracy for the Panda view status here:

    1) How long after sending did the link/s get opened? If it was within 1-2 minutes it is highly likely a spam filter

    2) Consider including an extra link in the body of the email. If this was clicked within seconds of…

    2 votes

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  13. The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.

    1 vote

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  14. Latest activity in template level

    • will allow user's to view how long a user stayed in a page
    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. Sometimes I need numbers only response, and not a typed word.

    1 vote

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  16. Option to have Home in mobile app

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  17. Add 'Generated by user' section in the right-handed content library tab on a document

    1 vote

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  18. Ability to create and add dynamic tokens onto the document created from PDF file via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.

    1 vote

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  20. 1 vote

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