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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 6 votes

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  2. Option to view all workspaces from the dashboard.

    An option that will allow the user to view all of his workspace from the dashboard.

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Be able to collect card details and store it in the app.

    29 votes

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  4. Option to send leaderboard reports via email on a recurring basis.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  5. authorization (access code) to be added on a template level

    4 votes

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  6. 21 votes

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    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  7. 5 votes

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  8. Would like to change the default signature color for recipients from black to blue

    52 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!

  9. 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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  10. configure the pricing table, to show price with discount and extended price column.

    5 votes

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  11. 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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  12. Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    12 votes

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  13. Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).

    3 votes

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  14. Option to have Home in mobile app

    1 vote

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

    1 vote

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  16. 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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  17. 1 vote

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  18. Use Base64 encoded string to send an image via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. 4 votes

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    0 comments  ·  Other  ·  Admin →
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  20. 3 votes

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    0 comments  ·  Other  ·  Admin →
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