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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7261 results found

  1. Increase the number of images per catalog item

    1 vote

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  2. restrict the quantity editing for specific recipients.

    To be able to assign the roles ( specific recipients) who can edit the quantaty
    https://pandadoc.zendesk.com/agent/tickets/444954

    1 vote

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  3. QES provided by Swisscom ii. QuoVadis Trustlink iii. SwissSign iv. Bundesamt fur Informatik.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  4. 4 votes

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  5. Option to retrieve the list of all members in the organization

    1 vote

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    0 comments  ·  API  ·  Admin →
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  6. The customer would like to have a button that allows them to record the session whenever they are ready. They spend a great deal of time setting up the call with the customer and it records them helping the customer navigate the PD notary and it makes the file size so much bigger. The video that is being recorded is way too long and has too much unusable footage. They feel with a record button, they can minimize this.

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  7. 1 vote

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  8. Option to show tax exclusive grand total values on the document's list

    1 vote

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  9. Remove access to the 'renewal' functionality on a template for certain users.

    Example: We have a PandaDoc integration in Salesforce. When sales reps configure and send out a template, there is an option under Settings to update the renewal logic of a template. I would like to remove users' ability to influence renewal logic.

    1 vote

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  10. In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link

    1 vote

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  11. to restrict how a field is edited – In this instance, we have a minimum fee ($2,000 for instance). To allow for this figure to only be increased and never discounted.
    A rep will be able to alter the $2,000 figure to $2,500 but not $1,900 (as an example).

    1 vote

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  12. A way to adjust the Cover Page Width to be the same size as all documents

    2 votes

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  13. Would like the ability to create a list via HubSpot contacts and use the status option from PandaDoc to build contact lists based on their document status.

    2 votes

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  14. Drag radio buttons from one page to another (for options that are one page long each)

    13 votes

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  15. 2 votes

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  16. Ability to increase the number of decimals within product catalog

    6 votes

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  17. List folders in alphabetical order

    7 votes

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  18. The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.

    4 votes

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  19. Quote builder: ability to restrict adding certain products to certain templates

    1 vote

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  20. Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only

    3 votes

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