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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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7016 results found

  1. smart content block option unavailability for content library.

    2 votes

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  2. 1 vote

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  3. Please update create Document function in the SDK to accept binary PDF (not url).

    2 votes

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  4. Panda is so non user friendly, the black menu bar gets in the way of filling out the document and that happens every time you make an entry. It’s absolutely awful. The same can be said for the user name that pops up, it’s just in the way of filling in the document.

    1 vote

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  5. The document requires a double click on all entries instead of a single click--it is very time consuming and not user friendly at all in that capacity.

    1 vote

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  6. 1 vote

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  7. Concern of security of Webhooks in the dashboards (users have access into the dashboard and can adjust/delete Webhooks; also no audit capabilities)
    Need to get this behind a security role/wall

    1 vote

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  8. 1 vote

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  9. A panel where customers can see which documents were deleted, and by whom and when.

    15 votes

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  10. Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.

    8 votes

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  11. Ability to turn templates into content library items.

    2 votes

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  12. 2 votes

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  13. 3 votes

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  14. Add ZWL i.e. Zimbabwean dollar to available currencies.

    1 vote

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

  15. Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
    Currently, the new contact has to be completely filled out again.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. 3 votes

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    1 comment  ·  Mobile  ·  Admin →
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  17. Ability to make the video thumbnails smaller

    1 vote

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  18. Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed

    1 vote

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  19. To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them

    24 votes

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  20. To delete white background (make a background transparent) when the image is added from Canva

    3 votes

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