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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6304 results found

  1. system to detect that a quote name already exists, so it gives us an alert or something

    1 vote

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  2. At present document forwarding and signature forwarding can only be done by pandadoc email, even if the original recipient was sent it via a link. This suggestion is to allow the forwarder to generate a new link for the person they are forwarding to.

    This is needed because of 2 problems with email sending
    1. Email deliverability - people use links to send documents because they don't want to risk their document getting spam filtered, which can happen quite frequently and unpredictably. As signature forwarding only has a pandadoc email option this means the original email will get through, but…

    3 votes

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    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • shared settings for all the workspaces to better manage the account
    45 votes

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  3. move one team member from one workspace to another

    4 votes

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  4. Seem like you've overlooked styling for dark mode in the Teams integration. Just been trying it out today, but the display could really do with some attention as shown in the screenshot attached.

    1 vote

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  5. Point form such as
    1.
    1.1
    1.2

    2.
    2.1
    2.2

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  6. Customer would like to be able to adjust the expiration date after the doc has been sent via the mobile the same way it can be done via the web app

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  7. Option to have no placeholder for fillable fields (leave blank)

    1 vote

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  8. More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

    2 votes

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  9. Ability to change the page type after the page has been created and items have been added

    2 votes

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  10. Have the option to upload videos from Consensus into PandaDoc

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Availability to enable/disable "warning email" under expiration settings on the sent document

    3 votes

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  12. A 'Suggestion Box' would be easy way to receive customer feedback and concerns. I would have used this feature to let you know that I am not a fan of the 2.0 program version as it is not as user friendly as the one before....it's too must like a creator graphics program now and is cumbersome to work through. Is there a way I can revert to previous version? My email is below, but the email we use for PandaDocs is docs@universitypccare.com. Thank you! -William

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. wolters - kluwer (CCH) crm integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Wanted more of an out of the box solution and will revisit this later this year. Requested we pull graphs from tableau for Reps to show audit results on site. Not within out limits.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Government firewalls are very strict and does not pass PD docs.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. don't wanna store data on Amazon servers.

    3 votes

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  17. require AODA compliance

    1 vote

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

    4 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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