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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6393 results found

  1. Include on the audit trail what exactly has changed via approval workflow

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. Option to have a dashboard tile for document with new comments (separate resolved view and the view with unresolved comments)

    2 votes

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  3. 2 votes

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  4. Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.

    2 votes

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  6. Would be very helpful if you're having to change multiple users roles to be able to see all the workspaces that utilize that custom role

    2 votes

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  7. yes or no option as a fillable field

    2 votes

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  8. Allowing Canva DOCS to be utilized in Panda

    2 votes

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  9. 2 votes

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  10. Set Exclusion Rules for Salesforce Status Triggers

    2 votes

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  11. automatic collection - stripe

    help collect payments that ​​may have otherwise been unsuccessful

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  12. specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row

    2 votes

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  13. 2 votes

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  14. Be able to import contacts with their addresses through the Gmail button.

    2 votes

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  15. It would be helpful to have the ability to update 'grand_total" in a document using API

    2 votes

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  16. To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
    For example, a product item with a recurring charge 10 USD/month for half a year.
    After 6th collection - it automatically stops.

    2 votes

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  17. 2 votes

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  18. Ability to generate a report on the time when the document was signed

    2 votes

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  19. Ability to view the background image within the page properties.

    2 votes

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  20. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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