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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7150 results found

  1. 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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  2. Add hyperlink into email footer

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Lock content blocks in place: lock 🔐 position without locking restrict editing

    Ability to lock 🔐 block position without locking restrict editing

    22 votes

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    10 comments  ·  Content Editing & Design  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    The ability to lock content blocks without restricting editing is still needed. Reopening feature request. 

  4. Add a possibility to presave approval groups

    Would be great to have a possibility to save a approval group for a more convenient process.

    6 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Option to use API to edit a document

    Option to use API to edit a document

    8 votes

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    0 comments  ·  API  ·  Admin →
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  6. Ability to adjust date field timezone

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. 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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  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. Checkbox in a document for internal usage while reviewing

    a way to use a 'checkbox' field in a template that can be clicked/unclicked when reviewing the doc rather than by a signer

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. 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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  11. Smart content: be able to pull CLI background image

    If:
    -Template theme doesn't have a background image
    -Page of the template where conditional smart content block is placed doesn't have a backround image

    Then
    -Be able to pull the background image of the CLI for the page in the resulting document

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. 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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  13. Report for viewed documents

    a way to download all the emails for the people that only viewed my template

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. 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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  15. 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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  16. 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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  17. increase document list results

    The doc says the Default is 50 and Max is 100. We need more results during the document list API call

    1 vote

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    0 comments  ·  API  ·  Admin →
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  18. 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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  19. 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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  20. 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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