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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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4525 results found

  1. When a user is blocked from directly editing a document, they are also blocked from importing data from the CRM. THis is to suggest an option so these users can import, without being able to directly edit.

    1 vote

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  2. Customer has created custom role for sole purpose of restricting what the users can do with documents sent out, but now they realize that once the document is created from the template they created, they have the ability to change the title of the document and even more detrimental, they can remove FIELDS from the document and then completed documents come back with missing and required information. There should be options within Custom Roles that would limit this ability.

    1 vote

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  3. You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.

    1 vote

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    • On the PDf of the completed document the paid amount will show up.
    1 vote

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    0 comments  ·  Other  ·  Admin →
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    • Official Ruby SDK in our website
    1 vote

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  4. 1 vote

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  5. Option to view details of when emails was sent when emails sent with copies of fully signed documents

    • Will allow the user to view the details f when emails was sent when emails sent with copies of fully signed documents on the Audit trail.
    1 vote

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  6. Add form fields to make PDF interactable for offline signing

    1 vote

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  7. 1 vote

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  8. Download signature created or uploaded in PandaDoc account onto devices.

    1 vote

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  9. A feature to make it easier to migrate documents from Proposify to PandaDoc, to make it easier for customers to switch.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Option to create formulas in regular table

    1 vote

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  11. Fill column color (change column background color)
    select entire column and change the background color all at once instead of 1 cell at a time.

    1 vote

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  12. 1 vote

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  13. Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

    1 vote

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  14. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    1 vote

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  15. 1 vote

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  16. 1 vote

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  17. 1 vote

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  18. Transfer data will also include other document contents

    2 votes

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