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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6818 results found

  1. Option to have PDF attachments of bundled documents sorted in same order as they are in the bundle. Currently they are sorted alphabetically.

    1 vote

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  2. Option to have multiple Sender Names for one login.

    1 vote

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  3. The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.

    1 vote

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  4. At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.

    2 votes

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  5. We’re also finding this happens before the document is “Sent.” If it needs to be pulled back while going through the “Approval” process, the smart content blocks are removed.

     

    We can add in our process a sanity check to make sure any required optional smart content is selected, but it would be nice if the smart content boxes aren’t removed until after a document completes the “Approval” process.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. 1 vote

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  7. When the customer uploads a PDF, it changes the color to black.

    1 vote

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  8. When viewing your list of rooms or documents, a smaller page width due to browser window size collapses the name of the Room, which is the most important info. Add column resize controls or code a different column to respond to browser page width.

    1 vote

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  9. Can we please add page layout to the Saved Design Options?

    Currently I have to adjust margins on every template I create even though I have a standard design.

    1 vote

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  10. Could there be an option to attach documents in private, such as how commenting works?

    Sometimes with our contracts we would like to send supporting documents to internal stakeholders with private information to be shared with them in order to approve the document or complete their part in the signing order.

    Currently we can't do this. If supporting documets need to be attached, they can be viewed by all recipients, including external stakeholders who should not be able to view.

    When we send a document through PandaDoc we have to manually send an additional email with the supporting documentation.

    1 vote

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  11. 15 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  12. Have the ability to use a different gateway that has authorized.net. emulation.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  13. When adding a presentation from Canva, there should be an option to adjust the image size to ensure it aligns uniformly with the rest of the pages in the document.

    1 vote

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  14. Combine image and text block / add image to a text block to connect them

    2 votes

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  15. Highlight the price of a product in the quote

    2 votes

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  16. Moving Panda doc sealed docs from PandaDoc item to files on Monday CRM (Customers board)

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. Get a CSV file with a list of unique document links for all documents

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  18. The client sees that when the Opportunity changes its status when the signer completes the document when Change Salesforce opportunity stage whenever a document’s status is updated automation i used. They want to see the name of the used automation instead of the signer's name in SF when the automation is used.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. For compliance and security reasons, be able to configure the length of time after which a document is automatically deleted (moved to the trash).
    This would enable compliance with GDPR or similar regulations that require data to be deleted after a certain time.

    1 vote

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  20. Currently, when a document is deleted via API, it is deleted permanently. Have an option to have a document in the trash folder in case it was deleted via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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