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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5383 results found

  1. See changes made to a document/template in version history

    Highlight the changes made to a document/template in the version history

    26 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Ability to convert content library items to image library items or to move CLIs to the image library

    Ability to convert content library items to image library items or to move CLIs to the image library

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  3. Make Cost / Margin visible on PandaDoc mobile app

    Looking to be able to have other PandaDoc collaborators view the margin / cost in the pricing table.
    Currently you cannot view this column in the app.

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  4. Restrict editing of blocks when Suggest Edits is turned on

    When a block has Restrict Editing turned on in a document, that rule should apply to all document signers, and collaborators by default even when Suggest Edits is turned on. Currently a recipient can redline a block with Restrict Editing on which pretty much defeats the purpose.

    Please make an option to allow the editing of restricted blocks when Suggest Edits is turned on.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Allow of use the Smart Content functionality inside Content Library Items.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. trigger the creation of a subscription in Stripe that is delayed one month

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. Include all users in the Leaderboard

    Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.

    2 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  8. Additional Customizable Settings for Recipients

    A way to turn off the ability for recipients who have PandaDoc accounts to receive a document prior to sending a generated link

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  9. convert numbers to words

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  10. Support Youtube Shorts

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Option to require users to change their password once a year

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  12. Personal History of Changes: Undo previous actions within account / workspace

    track my own history and undo previous changes

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  13. Continuous numerous list in conditional content

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Documents page - Open

    Reverse the change necessitating clicking Open on All Documents page. The user is already looking at the name - having to move over to Open is an extra step.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  15. transfer product catalog from one account to another

    transfer product catalog from one account to another

    https://pandadoc.zendesk.com/agent/tickets/405331

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. for the creator license to not be able to to edit the signing order in the document

    for the creator license to not be able to to edit the signing order in the document

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Smart content: be able to pull CLI background image

    If:
    -Template theme doesn't have a background image
    -Page of the template where conditional smart content block is placed doesn't have a backround image

    Then
    -Be able to pull the background image of the CLI for the page in the resulting document

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.

    Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.

    4 votes

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    1 comment  ·  API  ·  Admin →
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  19. Change Form Layout

    Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Resize the table in the Reporting section

    Resize the table in the Reporting section

    1 vote

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    0 comments  ·  Other  ·  Admin →
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