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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6797 results found

  1. Ability to restrict/lock field editing and placement on templates/ documents

    Ability to restrict field editing and placement on templates/ documents

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. Add W-8BEN-E template to the template gallery

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  3. Importing your Google contacts (postal address)

    Ability to include postal address

    5 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Option to track user actions within the account

    The ability to track actions such as who has logged in/out and who has removed documents, etc.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  5. [Quote Builder]: Insert page breaks in Quote

    To better manage item distribution in Quote Builder during PDF rendering.

    20 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Integration with Safety Culture

    We use iauditor by Safety Culture for our site audit reports. Can Safety Culture be integrated? What would be the cost? As per this link, it can be done https://zapier.com/apps/pandadoc/integrations/safetyculture

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. View two pages at a time side-by-side

    I use templates quite frequently but need to edit the content by client and project. Sometimes what fits on one page runs into a new page which throws off how things look. I am very visual and write long, complicated proposals.

    It would be terrific if I could see more than one page at a time to see how changes impact the look of the proposal and also to understand the flow. Plus, it would be easier to move pages around. Using the left-hand side view to look at pages is very limiting if I need to move a slide…

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Ability to select the field that the recipient will be taken to first.

    Ability to select the field that the recipient will be taken to first.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. User Interface will also reflect in PandaDoc email notifications

    The ability for user interface language set in PandaDoc will also reflect in PandaDoc email notifications.

    6 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  10. Allow completed document notifications when API silent parameter is enabled

    Ability to set additional parameters for the silent = true where it can allow the option to send out a PDF
    to the recipients even if the notifications are suppressed

    2 votes

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    0 comments  ·  API  ·  Admin →
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  11. Can view and Edit documents only created by the creator API

    Since there are API users and documents created via API, it would be great to have a custom role where members can view and edit only documents created by the API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  12. Hubspot Automations: collect data from the customer using a Pandadoc and feed the information back to Hubspot Company object

    I would like to collect data from the customer using a Pandadoc and feed the information back to Hubspot. This data should ideally be stored in the Company object (and not the Deal object).

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. Ability to filter or disabled integrations in the workflow creation process.

    I don't use 99% of the integrations available in workflows. It would be very helpful if a filter tool on the left side of the "Create a workflow" screen allowed me to choose which integrations I want to see workflows for. That way, I don't have to search for exactly what I want. A crude UI/UX example is attached.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  14. Option to approve new users

    When people add others to my team I would like the option to approve

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Integration with Drata

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Create custom view/columns in home overview

    Ability to create a custom view/rename columns in the Home Overview page.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Rotate content back and forth with arrows

    Option to rotate content (pages of the document) back and forth with arrows

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Customize SMS Reminder

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  19. Integrate with RD Station

    Integrate with RD Station

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. Option to Download Audit trail in PDF

    • Will allow the user tp download the audit trail in PDF form
    12 votes

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    0 comments  ·  Other  ·  Admin →
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