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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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457 results found

  1. When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.

    8 votes

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  2. Allow the owner of a document to select who can view the document regardless if they have Admin access.

    7 votes

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  3. Import Text Headings from a PDF into PandaDoc

    7 votes

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  4. Currently, you can only manually adjust the size of images when they are in their own block; however, inserting an image within a table cell does not allow manual size adjustments, and this would be a useful feature.

    7 votes

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  5. Ability to set document layout for all the uploaded documents.

    7 votes

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  6. do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
    here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
    : but it stopped a while back, it would be great if they started publishing that again

    7 votes

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  7. Ability for headers/footers and Table of Contents adhere to the document Design Theme

    7 votes

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  8. Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.

    7 votes

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  9. Give an ability to copy the document from the document page. Ideally to have this function available when a client clicks three dots.

    7 votes

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  10. Add a rule which say 'contains' or 'does not contain'

    7 votes

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  11. We are having problems because the signatures on the document are visible to others and this can cause them to be copied (screenshot) and used later, causing distrust of the signers.

    7 votes

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  12. 7 votes

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  13. Ability to make a document private between the creator and the recipient

    7 votes

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  14. 7 votes

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  15. It would be very helpful if it was possible to copy multiple lines of content into a pricing table at the same time, as it is possible in Word or Excel. At the moment, we have to copy one cell after another which is very time-consuming.

    7 votes

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  16. Option to Not make a recipient as signer when assigned to a field

    7 votes

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  17. 7 votes

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  18. 7 votes

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  19. Video autoplaying (without a need to press on it)

    7 votes

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  20. 7 votes

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