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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I have the following template : https://app.pandadoc.com/a/#/templates/... , that is used to build document populated via make/integromat API. (picture 1). Many merging rules are set up ointo this pricing tab in order to place the items in the proper section. B ut when the document is created, none of these items are placed in the proper section. They all grouped under a no section (picture 1). I wonder what I'm doing wrong and what I sahould do to get this solved. Thanks

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. 1 vote

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

    23 votes

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

    2 votes

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  5. 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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  6. 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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  7. 1 vote

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  8. 3 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. Integration with ReAmaze CRM

    2 votes

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  10. After a document goes through the approval process they stay in the "For Approval" block once they have been approved or rejected. It would be nice for them to move to to a Approved block or a Rejected block for visual confirmation of the process being completed instead of them staying in the "For Approval" until they are sent or Re-submitted for Approval.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  11. Ability to view and import Canva templates into PandaDoc would be helpful.

    2 votes

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  12. 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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  13. 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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  14. 2 votes

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  15. 4 votes

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  16. 2 votes

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  17. 2 votes

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    1 comment  ·  Other  ·  Admin →
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  18. 1 vote

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  19. 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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  20. 1 vote

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