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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Option to have PDF attachments of bundled documents sorted in same order as they are in the bundle. Currently they are sorted alphabetically.

    1 vote

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  2. Customer would like to have the ability to share the document created from CRM directly from the actual document to the room.

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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  3. Option to have multiple Sender Names for one login.

    1 vote

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  4. 3 votes

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  5. 1 vote

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    0 comments  ·  Payments  ·  Admin →
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  6. I propose the idea of a more client friendly User Interface where the menu can be configured to the clients' needs.
    For example, if a client is not using payments through Panda Docs, or choosing not to pay for the upgrade to use reporting; these menu items should be able to be hidden for a cleaner look and feel.

    2 votes

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  7. Would like to group users by location/region/team (sales/support/etc) and set permissions based on the grouping.
    For example: they have x locations and each location has sales, support, admin and other teams within that workspace.
    The workspace should allow a grouping assigned by user per team and prevent that team from viewing other teams' data.

    In this case, the user can be restricted to see only their items or all the items, not by group.
    Creating a workspace per team + per location and applying custom roles per location is not scalable.

    452 locations + 1.2k+ users

    2 votes

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  8. The feature to populate a saved contact's phone number when sending documents via SMS (just like how an email address works).

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Ability to have a read-only field tag with pre-defined values when uploading the document with field tags

    https://support.pandadoc.com/hc/en-us/articles/360051490673-Field-tags-recognition

    2 votes

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    • Will allow the sender to add custom variable on the Pricing table
    18 votes

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  10. client wants to make suggestions t our standard agreement, we turn on suggest edits. Then we need to edit the document to make the signer not the VP but the CEO. Which is the manual part.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. Report for all sent and all contracts that have been signed as a ratio and will show in a graph

    2 votes

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  12. The option to set a default view for users when accessing the template list. It currently shows All Templates but it would be better if we can set it to show 'Shared With Me' or a custom Template List view.

    2 votes

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  13. When viewing your list of rooms or documents, a smaller page width due to browser window size collapses the name of the Room, which is the most important info. Add column resize controls or code a different column to respond to browser page width.

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  14. Can we please add page layout to the Saved Design Options?

    Currently I have to adjust margins on every template I create even though I have a standard design.

    1 vote

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  15. Please enhance the design of the PandaDoc template list view by ensuring that the "Create Document" option is consistently visible, instead of requiring users to hover over it to access the feature.

    2 votes

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  16. The option for an "Approver" in the approval workflow to reassign their approval to someone else

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  17. Have document status as a standard filter when reporting on "Data" fields in document repository. We did not setup a field for document status, assuming this would be a filter, we added all the fields and data to each document, when pulling reporting, draft and cancelled documents are pulling in without a way to exclude these.

    2 votes

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  18. CPACharge integration

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  19. The ability to create records in Salesforce when a document status changes

    2 votes

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