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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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7484 results found

  1. Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    7 votes

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  2. 1 vote

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  3. Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].

    10 votes

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    1 comment  ·  Automations  ·  Admin →
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  5. Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.

    6 votes

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  6. Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.

    8 votes

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  7. I want to set up a zap based on a trigger which include multiple templates

    so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Users that are CC'd on a doc are not able to see the analytics when they first log in.

    They are brought to the Customer interface.

    To See the analytics they have to search the Doc library for the doc sent.

    1 vote

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  9. Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.

    3 votes

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  10. There is an option to use Made by PandaDoc CL items when add a CL item or when add an image.
    It would be great to add this feature when you add a background image (to use media created by PandaDoc).

    1 vote

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  11. Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.

    2 votes

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  12. Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a backup recipient.

    3 votes

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  13. Ability to suggest edits to eForms.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. 1 vote

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  15. 1 vote

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  16. Option to choose easily and change bold text in a document.

    will allow t he user to easily choose a text and change its properties.

    1 vote

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  17. Give access for collaborators with edit permissions to the document's settings and so they can edit the expiration date.

    1 vote

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  18. We'd like to suggest line items with discounts and that will show the total Discount amount to be added as a feature.

    1 vote

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  19. Sync Collect Files field in Dropbox

    2 votes

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  20. I want when a proposal is pandadoc is created. to have an audomatic deal created on pipedrive with all the details. how to do that

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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