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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6779 results found

  1. description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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  2. When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

    1 vote

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  6. Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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  7. 1 vote

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  8. The option to unlink and relink documents from all the SF objects.

    1 vote

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  9. Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.

    1 vote

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  10. Improve the web application version for smartphones and tablets: so it is easier to move blocks/fields and resize them (in particular).

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. Separate column where tags are listed when viewing documents in the list view.

    1 vote

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  14. 1 vote

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  15. Mada Payment (Saudi Arabia)

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. It would be nice if, when you have to close out of a message when sending a doc, it would save the title you've given the message as it does the body of the email.

    1 vote

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  19. 1 vote

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  20. reset password on protected documents

    1 vote

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