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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Customer would like the email attachment feature to also work on the form document when its complete

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  3. The customer is interested in having the ability to add new content blocks via API that are not currently available in the platform editor.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. the user has the Option to remove "completed on the audit trail during the status is awaiting for payment

    1 vote

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  5. If the values passing from Dynamics are in HTML format, pass those values rendered correctly to PandaDoc, for now, the values are passed as plain text.

    1 vote

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  6. Option to remove or disabling Multiline text

    1 vote

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  7. Use-case: automatically create and send a recurring monthly invoice as a document to the same person.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. 1 vote

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  9. 1 vote

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  10. Button in salesforce that will automatically select specific template that will be populated with data from merge fields and sent to the recipient.

    1 vote

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  11. Integration to Synergetic with PandaDoc

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. Since recurring pricing cannot be set via catalog import from CSV, it would be helpful, when needing to update a mass of products, to be able to save and move right to the next product to sequentially move through the entire catalog rather than having to click the drop down to Save and Close, then find where you were in the list, then open the next item, make the changes to pricing frequency, and repeat.

    1 vote

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  13. Collaborator should be able to delete content even if they don't have standard license.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. 1 vote

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  15. The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.

    1 vote

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  16. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Ability to convert multiple documents and make them editable

    1 vote

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  18. Ability to remove/disable payment integration without altering or removing signatures on the document

    1 vote

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  19. Ability to add GIF on headers

    1 vote

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  20. When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.

    I hope product can place a banner or a notification message saying that only the main Admin Owner can create

    1 vote

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