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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6985 results found

  1. Sign documents with a signature from a certificate authority

    1 vote

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  2. Editable fields in a Locked content block.

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  3. Tags For Documents Made From Template/Uploaded

    To have the option to sort documents made from templates or uploaded

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Documents Sorted by "Created by"

    When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    7 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  5. Edit the dimensions of insertable fields

    It would help a lot to be able to adjust the size of fields to specific dimensions. Ability to edit size of a field by inches, millimeters, or pixels would contribute to a much cleaner looking document

    9 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Option to Remove AMEX for authorize.net

    Option to Remove AMEX as payment option for authorize.net

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  7. Choose which Admin will receive Workspace Join Notifications

    Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Template recommendation

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  9. ability to add adobe fonts

    ability to add adobe fonts

    21 votes

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    Idea  ·  4 comments  ·  Content Editing & Design  ·  Admin →
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  10. Use Catalog items outside of pricing table.

    2 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. Include whitelabeling in all PandaDoc plans

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  12. Electronic Document Seal

    DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. filter Activity Data by Template Type

    filter Activity Data by Template Type

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  14. change contact email

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Pull SalesForce opportunity products when a document is created via an Account

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Unsend sent document/notification

    I have a quick question, can I re call an email i have sent by panda?

    21 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  17. when a form is completed, can I choose who receives the response

    when a form is completed, can I choose who receives the response

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  18. Initial User Roles

    Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Service Titan

    Integration with Service Titan

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. Create a report/track data about Pricing table items and show Line Item statistics with data export

    Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

    9 votes

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    Idea  ·  3 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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