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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6042 results found

  1. Link documents to MS Dynamics CRM objects.

    Link creation with MS Dynamics.

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  2. The ability to restore deleted inline comments

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Disable option "send document" via app (leave only share via link)

    disable option "send document" via app
    (leave only share via link)

    10 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Notification when the document draft is created

    Notification when the new document draft is created from the template

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Ability to adjust date field timezone

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Mask Signature field value

    Option to have an invisible signature with the same encryption but no visual representation

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  7. Disable CAPTCHA (verification) for Forms

    58 votes

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    12 comments  ·  Forms  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.

    At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.

    However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.

    If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.

  8. View a completed document with a signature certificate inside the editor, as well as on a downloaded pdf

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. for the creator license to not be able to to edit the signing order in the document

    for the creator license to not be able to to edit the signing order in the document

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Conditional Status Change

    Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. populate two salesforce opportunities in one pricing table

    populate two salesforce opportunities in one pricing table

    For example, Product and coupon opportunities in populated within one pricing table.

    https://pandadoc.zendesk.com/agent/tickets/404226

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. Resize the table in the Reporting section

    Resize the table in the Reporting section

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. Table of Contents for multiple documents under the one send out

    It would be great to be able to create a table of contents at the document level instead of page-level so when you send out multiple documents to a client/receiving party, it's easier to negative.

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  14. Forms notification: Ability to configure Form notification emails / Turn off or Customize Form submitted email

    When an eform is filled out an email is sent to the initiator. I understand that this is so that the initiator can have access. It would be nice to turn off this if the eForm is so short that this is unlikely, OR the ability to customize the language in the email so that the purpose of the email can be explained. OR even if the standard language said, "This is a confirmation of the form "XX" submitted, to view your form click here." Currently, it looks as though there is an error with the form and adds to…

    56 votes

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    7 comments  ·  Forms  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    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!

  15. Flexible pricing table images: adding directly to the pricing table

    More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    42 votes

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    7 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Option to Change Image background color

    Option to change the image background color

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Restore Catalog Folders

    The ability to restore catalog folders that have been deleted.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. active hyperlinks in the uploaded pdfs

    active hyperlinks in the uploaded pdfs

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Update the existing template with the uploading doc file: Replace source file with DOCX

    Update the existing template with the uploading doc file.

    https://pandadoc.zendesk.com/agent/tickets/381547

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Option to present/get repoting data in Power BI

    Option to present/get repoting data in Power BI

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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