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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7005 results found

  1. Selected filters remain when user returns to the documents tab

    When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Apply the search in the product catalog to similar words, not just identical ones

    a way to search for words appearing anywhere in the item record

    3 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Have SKU under description in pricing table

    Be able to have SKU under the description of products rather in a separate column in a pricing table.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. Record document status change in Zoho

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Search Results are no longer sortable

    We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    20 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  6. View-only form: only create a sequenced form (document) if the client signs the form

    Disable creation of documents when a form is only used for viewing.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. HIPAA banner

    A simple, unintrusive banner that can be turned on or off at the bottom of forms where it clearly shows the mark - HIPAA Compliant.

    2 votes

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    1 comment  ·  Security & Compliance  ·  Admin →
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  8. Ability to disable SSO for certain workspaces within a single PandaDoc organization.

    Ability to disable SSO for certain workspaces within a single PandaDoc organization.

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  9. Edit font family for catalog items Name and Description within Catalog

    Edit font family for catalog items Name and Description within Catalog

    4 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Option to check Analytics of a previous version of a document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Import Catalog & Product Images from Google Workspace

    Be able to pull Google Drive Images & or a Google Sheet Product Catalog immediately into a quote.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. Expanded Approval Workflow: approvers can see their own documents only.

    Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  13. Ability to integrate the original Stripe payment link that is used for covering any chargebacks

    Hello, I have been using Pandadoc and i have just received a chargeback. So, Stripe told me that the only way they will automatically cover the chargeback is if the original STripe payment link is used, instead of the one that PandaDoc is using.
    Could you create a feature that would allow users to put in the custom payment redirect link?
    Thanks

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  14. Mutually exclusive pricing options: radio buttons within a pricing table

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. Ability to adjust the spacing between text paragraphs, in a table, before the first line of the text in particular

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. upload documents in base64 via the API

    To be able to upload documents in base64 via the API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Salesforce: Rich text roadmap

    Rich text roadmap for salesforce integration.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. permission to access reporting

    permission to access reporting for Member role

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Time to view (Reporting)- include the specific pages as it does on single document level

    We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.

    Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. RON Queue

    RON Queue

    1 vote

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    0 comments  ·  Other  ·  Admin →
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