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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7266 results found

  1. 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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  2. 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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  3. convert numbers to words

    3 votes

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

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. 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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  6. 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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  7. Continuous numerous list in conditional content

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. 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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  9. 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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  10. Humi

    Integration with Humi

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. Checkbox in a document for internal usage while reviewing

    a way to use a 'checkbox' field in a template that can be clicked/unclicked when reviewing the doc rather than by a signer

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. 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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  13. 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

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Receive a copy of email sent to client

    The ability to see the initial email sent to recipients with custom messages.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  15. 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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  16. 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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  17. populate two salesforce opportunities in one pricing table

    populate two salesforce opportunities in one pricing table

    For example, Product and coupon opportunities in populated within one pricing table.

    https://pandadoc.zendesk.com/agent/tickets/404226

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. 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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  19. Smart content - automatically remove blank page when smart content is not triggered and inserted

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  20. Option to switch off "User joined workspace" notification for Admin users

    Option to switch off "User joined workspace" notification for Admin users

    19 votes

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    1 comment  ·  Other  ·  Admin →
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