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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6899 results found

  1. Salesforce reporting feature with PandaDoc integration.

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  2. 2 votes

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  3. ability to disable chat option in a document

    50 votes

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    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. 8 votes

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    Idea  ·  3 comments  ·  Automations  ·  Admin →
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  5. Submitted forms thru Template embedding to go to a specific folder.

    5 votes

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  6. 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. 3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. 7 votes

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

    2 votes

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  10. 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 it through an iFrame

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. 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

    15 votes

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

    2 votes

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

    6 votes

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  16. 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. Add password protection to specific folders inside PandaDoc

    34 votes

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    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. 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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  19. 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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  20. Internet explorer compatibility

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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