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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6899 results found

  1. [Reporting] Salesforce Activity

    Salesforce reporting feature with PandaDoc integration.

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  2. Option to see who deleted the document in Audit Trail like in EV1

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Disable chat option

    ability to disable chat option in a document

    50 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there. 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!

  4. Automatically generating PDF invoices from quotes created in PandaDoc

    8 votes

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    Idea  ·  3 comments  ·  Automations  ·  Admin →
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  5. Document into Folders

    Submitted forms thru Template embedding to go to a specific folder.

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Generate pdf download error caused by the wrong image link

    Display the informative error message, when a document can't be downloaded because of the invalid image link in a document

    https://pandadoc.zendesk.com/agent/tickets/190452

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Mass-import of the existing Docusign documents into the PandaDoc document library

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. eIDAS higher levels compliance

    7 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  9. Enable redlining for the attachments

    Enable redlining not only for the document itself, but for the attachments that goes together as well.

    2 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  10. Auto-update the approval setting in documents created from this template

    Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    4 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  11. Hiding the banner of the document when embedding through an iFrame

    Hiding the banner of the document when embedding it through an iFrame

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. Mobile version for document embedded through an iFrame

    Ability to provide a mobile version when embedding a document through an iFrame

    3 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  13. Use excel to fill variables

    Use excel to fill variables

    15 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Redlining - Keep the document Grand Total

    Grand Total value should not disappear from a document that was subject to the redlining process

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. Content in reporting

    Include document content in reporting (products, tokens, etc).

    6 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  16. Various Types of Bulk Send

    Multiple types of bulk-send features available to the customer, depending on what kind of document they are sending. Having tiered options for customers depending on the type of document sent. Similar to our API structure

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  17. Folders password protection

    Add password protection to specific folders inside PandaDoc

    34 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  18. Edit Document Creation Variable (system variables)

    Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    16 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  19. Mentions within Comments

    the comment box - classic version allowed you to start typing the name and then select with keyboard and return. EV2 requires you to click on it with the mouse

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Internet explorer compatibility

    Internet explorer compatibility

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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