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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. ability to use invites to other workspaces when SSO is enabled

    currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    9 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Conditional Variables

    6 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  3. The ability to resend a declined document without having to edit and put into draft status.

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Ability to disable 'make your payment online' pop up

    4 votes

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    2 comments  ·  Quote to Cash  ·  Admin →
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  5. Reporting on document that were sent and then moved back to draft status

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Subsection in the pricing table

    Subsection in the pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Modify Billing notifications

    Modify Billing notification on payment subscription

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  8. pull Opp category discount in SFDC pricing table

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Control the features section of content library so it's favorited items vs PD examples

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  10. list report about who downloaded the document

    list report of who downloaded the document or list report about the downloaded documents of a user

    11 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Do not send a form to the first recipient unless it is signed by all the recipients

    Do not send a form to the first recipient unless it is signed by all the recipients

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  12. Ability to save smart content/smart content rules (Сontent library for Smart content)

    Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.

    24 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  13. Option to hide "resolved suggestions" in sent status

    Use case: signer 2 is not able to see suggestions made by signer 1
    Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. advanced search tool

    ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Ability to not be able to change form recipients

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. Have collaborator documents show in inbox

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Ability to update portions of a variable to be in italics

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Improve Variable Input

    It is time-consuming to place a Text Block and paste/type a variable inside of it. It would be helpful to place variables on a document without dragging text blocks to the document first.

    3 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  19. attach emails to PipeDrive objects

    attach PD emails to Pipedrive objects once documents are sent from Pipedrive

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  20. Convert Google Form to the PandaDoc Form

    A way to convert a Google Form to a Pandadoc Form

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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