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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7312 results found

  1. Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.

    Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.

    2 votes

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  2. Customer would like to see table of contents wrapping the text so that table of content shows full text.

    2 votes

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  3. currently you can only pass one related list for pricing tables at a time

    2 votes

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  4. Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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  5. Text field validation_Numbers only: having an option to require a minimum number of numbers

    10 votes

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  6. 1 vote

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    0 comments  ·  API  ·  Admin →
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  7. Option to Set up trigger for opportunity amount in SF

    1 vote

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  8. Add LayBuy as Payment gateways

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Unlock the next page after the user submits all the fields on the previous page

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Hide the TOC on the document but leave the left-hand panel with headings for recipient to easily navigate across the document, i.e. the TOC is not visible on the document page, but headings are visible on the left

    10 votes

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  11. 101 votes

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  12. 1 vote

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  13. exclude unselected or not applicable fields from template upon creating a document

    1 vote

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  14. It would be very useful to be able to name the pages of the document in such a way that when an audit of the proposal or contract is carried out, it is possible to know if what the client saw the most was the "pricing" page, the "cover" or which of the particular sections.

    3 votes

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  15. Change text in analytics for recipients to "not sent yet" when a document is in the approval status

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  16. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
    At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).

    2 votes

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  17. One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.

    13 votes

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  18. Customer would like there to be a way to easily send over uploaded files to Google Drive. (uploaded files from Completed Docs added via Collect Files Field)

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. The client is requesting the integration with https://www.athenahealth.com/

    1 vote

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  20. While on a call with a client, inhouse agents are filling out the form before sending it out. Would like the ability to move the field menu because it sometimes gets in the way of what they are reading.

    3 votes

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