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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6930 results found

  1. comments feature for uploaded documents

    4 votes

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  2. disable the inbox notification (red indicator)

    4 votes

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  3. Ability to remove the doc creator name in the document that is being send to the recipients.

    "by <Creator Name>"

    4 votes

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  4. I often find myself viewing a document through another application (e.g., opening an email link or using the Chrome extension from Gmail or Copper) and then needing to work on it in the PandaDoc application - but to do that, I have to open a new tab, login, and find the document. These extra steps are tedious (and can take awhile on weak internet connections), and it seems very unnecessary. Thanks for considering this!

    4 votes

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

    4 votes

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  7. 4 votes

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  8. a way to lock certain content library items from people even being able to click into, etc

    4 votes

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  9. 4 votes

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  10. 4 votes

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  11. 4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. To have the image layout from EV1 to be available in EV2.

    4 votes

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  14. To have the option to sort documents made from templates or uploaded

    4 votes

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    • Be sure to not have to change the date manually before generating a document via a template.
    4 votes

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  15. 4 votes

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  16. Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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  17. 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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  18. Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. 4 votes

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