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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7251 results found

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

    9 votes

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  2. 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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  3. 5 votes

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  4. 1 vote

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  5. 5 votes

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  6. 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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  7. 1 vote

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  8. 1 vote

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  9. Hide Contacts section from team members

    2 votes

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  10. 2 votes

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  11. 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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  12. 1 vote

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  13. 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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  14. Allow users to adjust the size of a checkbox or any type of field in one go.

    3 votes

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  15. Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  16. connect 2 PandaDoc accounts to Pipedrive at the same time

    3 votes

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  17. 7 votes

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  18. ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    1 vote

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  19. To have the option to directly manage integrations via Integrately.

    5 votes

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  20. 3 votes

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