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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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  2. Needs conditional routing, conditional approvals (More advanced than what we have)

    When content within a document is edited to remove or edit clauses from the template send for approval to specific group.

    20 votes

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    1 comment  ·  Approvals  ·  Admin →
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  3. ability to Locked document feature via API

    3 votes

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    1 comment  ·  API  ·  Admin →
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  4. Ability to use "this month" filter for the reporting.

    1 vote

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  5. It would be great to have an option to export my content library

    14 votes

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  6. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    30 votes

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    6 comments  ·  Approvals  ·  Admin →
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  7. Have an option where once document is completed, it is locked and cannot be opened.

    27 votes

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  8. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. pre assign person in roles in library item

    4 votes

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  10. We have templates with background images. Where there is a lot of text, and a PDF page break is added, we would want a Page Properties on Settings to allow the background image to be carried across to other pages. Currently it automatically expands itself, thus breaking continuity.

    Basically, we want it to operate like an image on a Word document.

    3 votes

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  11. Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    1 vote

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic

    10 votes

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  13. 1 vote

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    0 comments  ·  API  ·  Admin →
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  14. Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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  15. Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?

    3 votes

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  16. 3 votes

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  17. Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?

    1 vote

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  18. 1 vote

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  19. At the moment Fields' values are lost when a document is downloaded as .docx

    29 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. Split payment amounts between two different cards on a single document

    1 vote

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