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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. Option to show tax exclusive grand total values on the document's list

    1 vote

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  3. Client would like to use SSO to sign into UserVoice.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Remove access to the 'renewal' functionality on a template for certain users.

    Example: We have a PandaDoc integration in Salesforce. When sales reps configure and send out a template, there is an option under Settings to update the renewal logic of a template. I would like to remove users' ability to influence renewal logic.

    1 vote

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  5. In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link

    1 vote

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  6. to restrict how a field is edited – In this instance, we have a minimum fee ($2,000 for instance). To allow for this figure to only be increased and never discounted.
    A rep will be able to alter the $2,000 figure to $2,500 but not $1,900 (as an example).

    1 vote

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  7. Quote builder: ability to restrict adding certain products to certain templates

    1 vote

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  8. The ability to copy or duplicate a checkbox already selected / checked off would be useful.

    1 vote

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  9. When content formatting is edited, PandaDoc scrolls back to the top of the page, interrupting workflow. An option to stop this scrolling is needed.

    1 vote

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  10. I believe it would be useful to have overset text flow into the next textbox, in a similar fashion to InDesign. In this way, on a multi-page document, if an individual needs to make major edits to the text, they will not also have to manually update the formatting on every page thereafter. See attached gif for an example of this overset text flow in action. Happy to provide more info if needed!

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. 1 vote

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  14. Pay to have someone fill in custom information in variables.

    1 vote

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  15. Option to have an API endpoint to validate email correctness according PandaDoc email format rules

    1 vote

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    0 comments  ·  API  ·  Admin →
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  16. 1 vote

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  17. if I go to pandadoc.com, and I was recently logged on, it should just take me to the dashboard. When it doesn't, I think that it's because my session expired, but when I click log-in it takes me to the dashboard without putting in my credentials.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. 1 vote

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  19. Some documents that I send require a lot of check marks - and some fields are optional. I would love to be able to allow a signer to add and remove fields and they see fit!

    Thank you :)

    1 vote

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  20. Option to add stroke to the text. For example, if to put black text on a black background, it would be invisible.

    1 vote

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