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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7108 results found

  1. Ability to add the reference numbers (like quotations (e.g citations) on Pandadoc docs

    5 votes

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  2. Public comments are available by default (for now, private comments come by default).

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Allow each user to upload from separate google drive accounts rather than the same google drive account

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Some credit unions use this and would love direct integration. Customer will move once we have it

    2 votes

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  5. Particular agencies need to work with vendors that comply with CJIS standards. More information here: https://www.fbi.gov/services/cjis/cjis-security-policy-resource-center

    2 votes

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  6. 35 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!

  7. If you're working on a Document and click an item from the menu (e.g. Content Library, Templates, Catalogue) it opens up in the same window. When you need to go back to working on your Document , you need to navigate back to it through the menu. There's a work around by manually coping the link, opening a tab and the pasting it. It would be great if a new window/tab opens whenever you click on an item from the menu.

    2 votes

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  8. Ability to not loose content when two users is editing the same doc at the same time

    2 votes

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  9. 1 vote

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  10. Track Changes (inline commenting, tracks who made changes and past versions)

    25 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!

  11. Ability to change the default Country and State in card details field.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Option to add content library items as attachments to the documents

    3 votes

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  13. template gallery in german

    3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  14. Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk

    23 votes

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  15. Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items

    5 votes

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  16. having contact's variables in variable list in the Opportunity in Salesforce

    9 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  17. PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. every email open means someone is thinking about their quote
    so it would be an awesome feature

    1 vote

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  19. Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    2 votes

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  20. 2 votes

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