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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7027 results found

  1. Ability to get the IP or Identify who access the document using Audit Trail

    13 votes

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    3 comments  ·  Other  ·  Admin →
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  2. idea to add a message/link to the dashboard for all of our team members to see

    4 votes

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  3. 1 vote

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  4. Option to change placeholder text in field blocks permanently

    2 votes

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  5. to get the pandadoc workspace from any api

    7 votes

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    0 comments  ·  API  ·  Admin →
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  6. 1 vote

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  7. Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.

    Exact wording from customer:

    So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Bulk Export and Bulk delete documents of a particular template that have been completed

    4 votes

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  9. Hiding certain fields in the viewer using API when opening the doc editor using the Javascript sdk.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  10. A method that can authenticate the user to automatically log in with the help of API-key or access token.

    2 votes

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  11. I would like to be able to have my completed PandaDoc's move to the Attachments section within 'Deals' in the Zoho CRM.

    1 vote

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  12. Please allow file upload objects to be assigned a merge-field tag so we can pass in file(s) from form data submitted by user on our website when creating a document.

    Currently this is only possible with text fields, etc.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. 6 votes

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  14. When a form is embeded in a web site and Chrome cookie setting is set to "Block third-party cookies", JavaScript error below happens.

    "DOMException: Failed to read the 'localStorage' property from 'Window': Access is denied for this document."

    As a result, the form is not displayed at all on our web page.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  15. Would like the ability to preview the PDF before sending the document

    13 votes

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  16. The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic

    10 votes

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  17. Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.

    4 votes

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  18. 4 votes

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    0 comments  ·  Other  ·  Admin →
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  19. 3 votes

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  20. Customize footer page numbers, font size, font color and margins and padding

    73 votes

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    Hi there! Thank you for submitting your idea.  Unfortunately, we aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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