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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7269 results found

  1. Availability to enable/disable "warning email" under expiration settings on the sent document

    3 votes

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  2. A 'Suggestion Box' would be easy way to receive customer feedback and concerns. I would have used this feature to let you know that I am not a fan of the 2.0 program version as it is not as user friendly as the one before....it's too must like a creator graphics program now and is cumbersome to work through. Is there a way I can revert to previous version? My email is below, but the email we use for PandaDocs is docs@universitypccare.com. Thank you! -William

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  3. wolters - kluwer (CCH) crm integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Wanted more of an out of the box solution and will revisit this later this year. Requested we pull graphs from tableau for Reps to show audit results on site. Not within out limits.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. 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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  6. don't wanna store data on Amazon servers.

    3 votes

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  7. require AODA compliance

    1 vote

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

    4 votes

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

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. automatically bold/italicize once the signing party inputs value

    1 vote

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

    18 votes

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

    9 votes

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

    5 votes

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

    1 vote

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

    13 votes

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  17. 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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  18. 3 votes

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

    4 votes

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  20. 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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