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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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7283 results found

  1. ability to Locked document feature via API

    3 votes

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    1 comment  ·  API  ·  Admin →
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  2. Ability to set roles later on when setting reciepients..

    1 vote

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  3. Ability to use "this month" filter for the reporting.

    1 vote

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  4. 2 votes

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  5. prevent users from accessing old folders in catalog

    2 votes

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  6. It would be great to have an option to export my content library

    14 votes

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  7. Have an option where once document is completed, it is locked and cannot be opened.

    27 votes

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  8. 2 votes

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  9. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. Place a signature to align appropriately on a page with a vertical (as opposed to a more standard horizontal) orientation.

    3 votes

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  11. Get image URL or a document attachment via Get document details call

    2 votes

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  12. pre assign person in roles in library item

    4 votes

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  13. We have templates with background images. Where there is a lot of text, and a PDF page break is added, we would want a Page Properties on Settings to allow the background image to be carried across to other pages. Currently it automatically expands itself, thus breaking continuity.

    Basically, we want it to operate like an image on a Word document.

    3 votes

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  14. Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    1 vote

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  15. If a customer attempts to upload a .doc file (old Microsoft word), give a warning that it is not compatible, and to use .docx instead

    1 vote

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  16. The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic

    10 votes

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  17. 1 vote

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    Hey Panda,

    Good news — we did it! 🎯


    We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️


    👉 Watch the quick demo:

    https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68


    If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.


    I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.


    You can also grab a slot on my calendar here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.


    ⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.


    Thanks for being awesome,

    Alex from PandaDoc 🐼

  18. Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.

    1 vote

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  19. 1 vote

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    0 comments  ·  API  ·  Admin →
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  20. Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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