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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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7283 results found

  1. If we send a document to our customer the email contains a link to the document only. We want the mail to include the document itself as well as an attachment in pdf form.

    2 votes

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  2. 27 votes

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    3 comments  ·  Forms  ·  Admin →
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  3. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    13 votes

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    1 comment  ·  Other  ·  Admin →
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  4. Ability to update the contacts list via mobile application!

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  5. contract risk analysis using AI

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Moving pricing table sections above column names

    5 votes

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  7. After a contract has been signed, I'd like to be able to go back and look at prior versions of it -- ie, view the version prior to the final revision that was signed

    8 votes

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  8. It is hard to know when a client is done editing a document. It would be ideal to receive a notification that they are done, rather than a notification for every edit they make. This will ensure we are both not working on the document at the same time.

    This feature would be best to be an option that can be turned on or off, so that you could still allow a team to work both live in the document.

    6 votes

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  9. integration with Agera

    1 vote

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  10. Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table

    18 votes

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  11. 1 vote

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  12. Would love a gridline or ruler option to overlay on page to help with lining up text & images

    26 votes

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  13. 1 vote

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  14. smart content block option unavailability for content library.

    2 votes

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  15. 1 vote

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

    2 votes

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  17. 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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  18. 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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  19. 1 vote

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  20. 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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