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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. ability to easily move fields/blocks from one page to another

    10 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  3. RevTrak

    Integration with RevTrack

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. link products in the catalogue to existing products in Stripe

    5 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Notification toggle for the approval workflow for people within a approver group

    5 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  6. Have a possibility to create groups within workspaces

    Have a possibility to create groups within workspaces

    3 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. notification for when content items need updated

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. On the day exchange rate calculation.

    We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.

    3 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  9. ClickUp

    Integration with ClickUp

    15 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  10. 2 way sync for Freshsales

    are we able to trigger updates to the deal stage once the pandadoc has been signed?

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Dictate which folder a document goes to when it is created within Salesforece

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. option to bulk cc a recipient for all documents

    Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    10 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  13. restrict document owner to sign before document approval

    restrict document owner to sign before the document is sent for approval

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  14. Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table

    An ability to pull the catalog items data through the variables into the document/pricing table

    8 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. Page layout that is bigger than A4 in length

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Transfer ownership for Forms

    52 votes

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    3 comments  ·  Forms  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. 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!

  17. Billing custom role/custom role permissions

    Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.

    3 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Integration with screen readers (Jaws - a screen reading app)

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. preassign a person to a role on a content library item

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  20. Signature Certificate: Hide or Remove Information from signature certificate

    Ability to hide or remove parts of the signature certificate.

    Including:
    Signer's email address
    Dates
    Timestamp
    Location
    IP address
    PandaDoc promotional message

    83 votes

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    14 comments  ·  Security & Compliance  ·  Admin →
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