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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7431 results found

  1. Export the recipients in the Excel file for the expired documents

    export the recipients in the Excel file for the expired documents

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Duplicate document within PandaDoc panel/widget in Salesforce

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Make two payments on the same document

    Customer would like to have their payer pay 50% of the total and once they have completed the work order they can continue to pay the other 50% on the same document.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Disable email notifications for bulk import

    disable email notifications for bulk import

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Negative and positive sign for Numbers only - fillable fields validation

    negative and positive sign for Numbers only - fillable fields validation

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Option to edit the Role Permission

    • Will allow user to edit Role permissions, on thier preferred preference.
    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Google Workspace add-on for EU server

    Google Workspace add-on for EU server customers

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Enhance the visibility of the "Log Out" button

    The "Log Out" button in the new interface is difficult to locate.

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  9. Download: PTX/P12

    Ability to download documents as PTX and P12

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Integrate with RD Station

    Integrate with RD Station

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Send a prompt to the document creator if they select/edit specific parts of a document

    Send a prompt to the document creator if they select/ edit specific parts of a document. The prompt could be created by the users in the account to provide information regarding their customers in relation to the document.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Add tags to multiple content library items at once

    Add tags to multiple content library items at once

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Add hyperlink to the text via API/insert clickable URLs

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. Allow Collaborators to use search function

    Allow Collaborators to use the search function for documents that have been shared with them.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Ability for a third party/ non recipient to view a completed document that was forwarded to them

    You can forward completed documents, but the nonrecipients can not view the document.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Option to automatically resend a document to specific recipients at a preset time

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  17. Server in Saudi Arabia

    Server in Saudi Arabia

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Conditional rule based on the initial field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Check the delivery error by email via API/Webhooks

    check the delivery error by email via API/Webhooks

    3 votes

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    1 comment  ·  API  ·  Admin →
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  20. HubSpot: keep product list order

    Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot

    5 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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