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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When their are multiple highlights on the document, option to remove them in bulk is appreciated so we don't need to remove them 1 by 1

    2 votes

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  2. send a follow up email that the document was paid

    2 votes

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  3. Currently, when a document is duplicated, it loses the connection to its original template. The source is the document, instead of the template.

    2 votes

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  4. pulling a report on how many smart contents was used

    1 vote

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  5. Have the ability to be more flexible when searching for documents.

    For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.

    3 votes

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  6. To be allowed to set the zoom level for the preview view. Currently, the preview of the offer stretches across the entire width of large screens, which doesn't look good. Some customers won't know how to scale it down themselves.

    2 votes

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  7. The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background. Currently, this is only possible with a text box. That’s not very elegant.

    2 votes

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  8. Some values from integration are not front-facing friendly, like values of True/False. Please make a way to make a native feature in PandaDoc that lets you convert such values into something that the creator can manipulate. Like changing the True/False into Yes/No in the document.

    1 vote

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  9. I'd like it to be easier to make photo collages within panda docs. I currently create a collage using fundy (it's actually a wedding album design tol) and upload those exports. I'd rather just be able to do this natively.

    1 vote

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  10. Currently, even if a custom role has access to approve documents, they can only approve documents created by other users if "Can view any document" is selected. Looking for a way to have users have the ability to approve documents that they are selected to approve, but still not have access to all documents created by other users. They would only have access to documents created by other users if they were added as an approver to that document.

    2 votes

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  11. Introduce a webhook or event trigger that notifies when the signer URL changes due to recipient-forwarding behavior - i.e., when a document is forwarded, the new signer replaces the original, and the signer URL is updated. This would allow clients to keep signer tracking accurate and up-to-date in their systems.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  12. Ability to enable ID Check (recipient verification) on forms and make it required

    2 votes

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  13. disable saving PandaDoc document attachments to Zoho CRM while still keeping email attachments enabled.

    1 vote

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  14. They use both On Demand and BYON. They would like to have it enabled only in certain workspaces.

    2 votes

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  15. 2 votes

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  16. Show discount column in the quote builder for the recipient if the discount is 0% or $0

    3 votes

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  17. Have the ability to add the total of the custom column in the totals tab.

    3 votes

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  18. Ability to choose/ set up delivery method on template per role, instead of when creating the document or in settings

    2 votes

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  19. 2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  20. The text on the dropdown option should automatically aligned with the text format

    3 votes

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