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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7515 results found

  1. legal validity of the documents generated / sigend through Pandadoc in Columbia

    Legal validity of the documents generated / sigend through Pandadoc in Columbia

    3 votes

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    0 comments  ·  Localization  ·  Admin →
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  2. Content Lock Variables from moving: Prevent variables from moving once filled with data to avoid alignment issues.

    Prevent variables from moving once filled with data to avoid alignment issues.

    6 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  3. Choose document folder via Integromat

    Option to choose a document folder when create a document via Integromat

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Move document in Draft to a specific folder

    Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Show page numbers in TOC in exported docx file

    Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Support editable content published from Canva

    10 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Mobile Signing- React to finger signature without having to zoom in

    Current problem: When signing a contract from your mobile device, it can sometimes be very difficult to use the finger to click on the initial field or the signature fields and get it to react.

    Current workaround: Zooming in on the document so that the field becomes bigger and then it reacts.

    Suggested change: Format mobile site to provide reaction to using your finger to sign without having to zoom in.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  8. have more than 1 signer to use Qualified electronic signature (QES)

    have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    33 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  9. 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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  10. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  11. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Record document status change in Zoho

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Option to check Analytics of a previous version of a document

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  19. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  20. 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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