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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

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

    1 vote

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  2. 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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  3. 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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  4. 3 votes

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

    7 votes

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  6. 1 vote

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    0 comments  ·  API  ·  Admin →
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  7. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. 1 vote

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  9. 1 vote

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  10. 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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  11. 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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  12. 346 votes

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  13. 2 votes

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  14. Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Ability to see and kick-out any devices logged-in to the PandaDoc account.

    9 votes

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  16. Do not deactivate webhook automatically even if HTTP 4xx client errors occur

    3 votes

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  17. Download multiple documents (document folders) directly to computer

    3 votes

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  18. 3 votes

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  19. When you go to the PandaDoc Learning Center and complete a learning path, it would be nice to have a certificate saying you completed the path. For example, if you go through the Admin learning path and complete it all the way, you could be certified as a PandaDoc Admin and have a certificate to show for it.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. The option to be able to requiring to fill out something within the pricing table in a template before it can be used and sent out would be very useful.

    3 votes

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