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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7243 results found

  1. 1 vote

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  2. 9 votes

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  3. Option to have a dashboard tile for document with new comments (separate resolved view and the view with unresolved comments)

    2 votes

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  4. Option to add an EMPTY value " " in JSON API to not display any content library from a smart content ? (even if some content library were selected in Pandadoc)

    3 votes

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    0 comments  ·  API  ·  Admin →
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  5. 4 votes

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  6. It would be great if we had a way to resend a completed document without downloading and emailing separately the PDF if the recipients don't receive it.

    1 vote

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  7. Set up checkboxes with logic to select at least one for W9 forms.

    "Is there a way to set up checkboxes with logic to select at least one? I DO NOT want to use a dropdown list or radio buttons as this is for a W9 form and uses checkboxes. Thanks!"

    5 votes

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  8. play video in presentation mode after the document is sent
    They like to send presentations with the video and content to their clients and review the document together while on a call.

    Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
    Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q

    5 votes

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  9. My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.

    2 votes

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  10. yes or no option as a fillable field

    2 votes

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  11. 27 votes

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    3 comments  ·  Forms  ·  Admin →
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  12. 1 vote

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

    1 vote

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  15. when an envelope was returned as signed and the opportunity updated to close won it would put the close date to that day. This meant our opportunities are always dated the date it was signed.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. Allowing Canva DOCS to be utilized in Panda

    2 votes

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  17. 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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  18. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. delete account button in profile settings maybe? Please advise where this elusive option can be found currently.

    7 votes

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  20. 1 vote

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    0 comments  ·  API  ·  Admin →
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