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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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7425 results found

  1. To delete white background (make a background transparent) when the image is added from Canva

    3 votes

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  2. 5 votes

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    0 comments  ·  Other  ·  Admin →
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  3. catalog sharing across workspaces

    23 votes

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  4. 1 vote

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  5. 1 vote

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  6. Option to sign in using Microsoft.

    • allow the user to signin using Microsoft
    1 vote

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  7. 2 votes

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  8. To avoid starting the approval process from the beginning

    2 votes

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  9. Add the ability to make a field read only

    9 votes

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  10. Integration with ClickUp

    17 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  11. 1 vote

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  12. change password using Pandadoc mobile

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  13. The ability to create or update templates and content library items that are accessible in one workspace.

    24 votes

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  14. IF users selects to pay via ACH - they should pay one amount
    IF users selects to pay with credit card -another amount

    6 votes

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  15. Capitalized Variable from CRM tokens

    2 votes

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  16. To be able to toggle an option to view more documents in the PAndadoc panel in Pipedrive.

    2 votes

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  17. It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.

    It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.

    6 votes

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  18. Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  19. It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…

    3 votes

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  20. The ability to download or print a single document in a bundle. Sometimes, I need to just edit and print one document, but have to wait for the system to process the entire bundle.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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