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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. Send reports via email: Option to send leaderboard reports via email on a recurring basis.

    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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  2. Monday.com subitem column (subitems)

    21 votes

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    2 comments  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.


    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6


    During our discussion, we can explore these proposed solutions and gather your feedback.


    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

  3. Clear button for Signature Field

    Clear signature from pre-signed signature block. At this time, the only way to clear the signature from the block is to delete it or reassign it.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Improve algorithm for Viewed Proposal detection (client spam filter opening links)

    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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    0 comments  ·  Usability Improvements  ·  Admin →
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  5. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    75 votes

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    9 comments  ·  Documents & Data Management  ·  Admin →
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  6. Ability to show price with discount and extended price

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

    5 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Lock bundled documents so they can't be edited or deleted.

    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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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Lawpay/Affinipay

    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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    2 comments  ·  Integrations  ·  Admin →
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  9. Collect Card Details without Payment Integrations

    Be able to collect card details and store it in the app.

    28 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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  10. Updated Dashboard (Home) for mobile app

    Option to have Home in mobile app

    1 vote

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

    Add 'Generated by user' section in the right-handed content library tab on a document

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  12. Ability to create and add dynamic tokens onto the document created from PDF file via API.

    Ability to create and add dynamic tokens onto the document created from PDF file via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. A way to disable data merging for all pricing tables in "content library" in bulk without having to do this for each table individually.

    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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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Excel headers pull into tables when copying/pasting Excel content

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Use Base64 encoded string to send an image via API

    Use Base64 encoded string to send an image via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  16. Editing options via Mobile app: editing panel (to pick up colour, font style) etc in mobile

    mobile app add more options to edit doc:
    there is no editing panel (to pick up colour, font style) etc in mobile

    3 votes

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    1 comment  ·  Mobile  ·  Admin →
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  17. Ability to hide attachments for specific recipients

    Ability to hide attachments.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Add Fee to the Subtotal while not changing the Tax or Discount

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. If value is greater than * then, if less then * then

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  20. disable PandaDoc module in Hubspot object

    ability to disable PandaDoc module in Hubspot object so that users select the one and only correct object in Hubspot to create documents

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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