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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5967 results found

  1. I would like to enforce Google login for my company's users. Please provide settings where I can specify my company's email domain and specify that local passwords not be permitted for users with this email domain.

    This is a simpler configuration option than setting up Google as a SAML IdP.

    1 vote

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  2. When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc

    43 votes

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    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!

  3. Enable a left and right border like the header and footer that allows for customization of the left and right border in addition to the header and footer. Allow for images and bars to frame the page.

    2 votes

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  4. 1 vote

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  5. No Open API on the customer side

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  6. 2 votes

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  7. when the document is uploaded to Microsoft teams, there's no option to convert it.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Select multiple text boxes to cleanly copy/paste into Word or Outlook

    (originally spoke to Raena Aniban on support)

    2 votes

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  9. Let's say you have 5 optional items in the pricing table, A,B,C,D,E. Items B and D are ticked before the document is sent. Client ticks, let's say, option D, after they receive the document. When you edit a document via the "Edit document" button in "Actions" to update and resend ithe document later you have only items B and D checked

    1 vote

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  10. At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.

    I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.

    4 votes

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  11. Would be great to be able to name a revision that you're about to send out, even like "v1", "v2", etc -- revisions are good, but would be great with this

    2 votes

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  12. 21 votes

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  13. Would like to have the capability of an admin to notify all users of announcements.

    Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.

    Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.

    2 votes

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  14. 4 votes

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  15. add Office 365 as an option to login in the PandaDoc Mobile App

    7 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  16. Kiosk mode is to lock down a device when that device is used for a specific task or used in a public setting.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  17. 143 votes

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    34 comments  ·  Other  ·  Admin →
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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  18. Add order in which the recipient would be able to act on fields.

    18 votes

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  19. allowing a PandaDoc document (after submission and receipt) to be edited to add extra Line Items from HubSpot … instead of having to generat

    1 vote

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  20. 1 vote

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