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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5389 results found

  1. Wolters - Kluwer (CCH) CRM

    wolters - kluwer (CCH) crm integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Data storage - AWS servers

    don't wanna store data on Amazon servers.

    3 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  3. Add the option to make the 'Collect Files' content block inaccessible to clients.

    This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.

    We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Localization issues ( Europe )

    language issues (date, position of the € sign).

    5 votes

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    0 comments  ·  Localization  ·  Admin →
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  5. Sort Contacts by Last name In PD contacts

    Client would like to be able to sort PandaDoc contacts by last name in alphabetical order

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Data storage exclusively in Canada

    Some customer's require storage to be localized exclusively within Canada

    12 votes

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    1 comment  ·  Security & Compliance  ·  Admin →
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  7. Chat automatically open when document is opened

    Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.

    6 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  8. adding up numbers in columns rather than rows

    adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. optional pricing table

    ability to have a check box to make an entire pricing table optional

    13 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Block user trying to get access to workspace

    Block user trying to get access to workspace

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Create Powerpoints and Documents

    In addition to creating documents, customers would also like to create slideshow/ppt presentations

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Lock completed documents

    Have an option where once document is completed, it is locked and cannot be opened.

    27 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  13. Contract start date variable

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. lock content library item

    a way to lock certain content library items from people even being able to click into, etc

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Redirect to the PandaDoc app (full window) when creating a document in Zendesk Sell

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  16. Lock content blocks in place: lock 🔐 position without locking restrict editing

    Ability to lock 🔐 block position without locking restrict editing

    23 votes

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    11 comments  ·  Content Editing & Design  ·  Admin →
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    Lindsey Schocke responded

    The ability to lock content blocks without restricting editing is still needed. Reopening feature request. 

  17. Restrict Duplicating Documents

    Have an option to restrict duplicating of documents.

    9 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Attachments from Hubspot

    The ability to decide which attachments are brought into PandaDoc from Hubspot using the integration

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. "Send as" in mobile app

    "Send as" in mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  20. Repositioning page numbering in a generated PDF

    2 votes

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    0 comments  ·  Other  ·  Admin →
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