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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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7128 results found

  1. Government firewalls are very strict and does not pass PD docs.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. don't wanna store data on Amazon servers.

    3 votes

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  3. require AODA compliance

    1 vote

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  4. This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.

    We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.

    1 vote

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  5. language issues (date, position of the € sign).

    4 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  6. Client would like to be able to sort PandaDoc contacts by last name in alphabetical order

    3 votes

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  7. automatically bold/italicize once the signing party inputs value

    1 vote

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  8. Give option to export list of all Documents status.

    18 votes

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  9. Some customer's require storage to be localized exclusively within Canada

    8 votes

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  10. Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.

    5 votes

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  11. adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally

    1 vote

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  12. ability to have a check box to make an entire pricing table optional

    13 votes

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  13. Allow to sync and import contacts from the mobile device

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Block user trying to get access to workspace

    4 votes

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  16. Some clients may be working with slow/unreliable internet speeds and would rather have a fast loading, low-quality image render in the docs

    1 vote

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  17. In addition to creating documents, customers would also like to create slideshow/ppt presentations

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Have an option where once document is completed, it is locked and cannot be opened.

    27 votes

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  19. Theoretically you can add a CC to any created document on Zapier pulling the form from Hubspot. But in reality Pandadoc do not allow to send the document in CC while the creation was initiated visa Zapier. Need to allow CC recipients in Pandadoc when trigger by a zapier task.

    1 vote

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  20. integration with SF communities

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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