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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7008 results found

  1. It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.

    8 votes

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  2. Able to preview a link with customized branding settings like logo and look and feel when shared in social media sites. Please add this option

    We will be sharing links to proposals in messenger services like on LinkedIn. We want the preview to be branded with our company, not pandadoc.... where are the settings to customize the link preview and icons that show?

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Clear signature from pre-signed signature block. At this time, the only way to clear the signature from the block is to delete it or reassign it.

    2 votes

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  4. 4 votes

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  5. In case the pricing table and the document value has different currency, option to recalculate the document value in other currency based on currency rate.

    1 vote

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  6. Option to set up the automation to save PDF to a folder like Desktop on your local PC

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.

    1 vote

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  8. Ability to see and kick-out any devices logged-in to the PandaDoc account.

    8 votes

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  9. Many of our sent proposals are being marked as Viewed even though the client has yet to open the URL. This is due to their strong spam filters opening the links automatically in a sandbox environment before delivering the email as safe to the staff mailbox.

    Two items that could improve accuracy for the Panda view status here:

    1) How long after sending did the link/s get opened? If it was within 1-2 minutes it is highly likely a spam filter

    2) Consider including an extra link in the body of the email. If this was clicked within seconds of…

    2 votes

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  10. 5 votes

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  11. 1 vote

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  12. 5 votes

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  13. If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.

    5 votes

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  14. 1 vote

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  15. 1 vote

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  16. Hide Contacts section from team members

    2 votes

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  17. 2 votes

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  18. Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.

    1 vote

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  19. 1 vote

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  20. Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer

    2 votes

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