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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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823 results found

  1. HubSpot product catalog Integration with PandaDoc CPQ has different currencies not only USD

    2 votes

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  2. To have the option to set a time for notification since we do not want to receive notification during weekends

    2 votes

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  3. is there a way to have headers on only certian pages

    2 votes

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  4. Ability to filter document view to exclude documents that have already been moved into folders, so they can focus only on unorganized or standalone documents.

    2 votes

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  5. Ability to export all documents associated with a specific template and include the actual data completed by recipients as part of the document. I need it for reporting purposes.

    2 votes

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  6. Have an option to restrict other recipients from accessing others' document links to prevent them from signing a different document.

    2 votes

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  7. desired cost per seat and then the app would calculate the necessary discount

    2 votes

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  8. duplicating the same product multiple times with different column values directly through rules.

    2 votes

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  9. Restrict who can approve requests to access documents as a collaborator.

    Currently, we’ve identified that any user (even users on Member role who created the document) who shares a link can approve an access request when a third party tries to open that link without having the proper permissions. This poses a risk to our internal controls.

    We kindly request that only administrators be allowed to approve access requests to documents shared via links.

    2 votes

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  10. if consent form status is changed manually to completed then do not allow use to change it until evidence file is uploaded.

    2 votes

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  11. send a follow up email that the document was paid

    2 votes

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  12. Currently, when a document is duplicated, it loses the connection to its original template. The source is the document, instead of the template.

    2 votes

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  13. Toggle on warnings of likely page breaks before I send a document. Or increase the visibility of the small grey text

    2 votes

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  14. For example, the colorful page background images in our reports are a drain for someone to print. This feature would give people the ability to set the opacity of a background image OR remove it altogether when the report gets downloaded as a pdf.

    2 votes

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  15. Option to automatically retrieve the link without having to manually select to generate the document link

    2 votes

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  16. When importing an expired document it should keep the expired status

    2 votes

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  17. a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".

    2 votes

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  18. When a document is on set status, the option to add a recipient on the sent documents should be disabled

    2 votes

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  19. Ability to filter Zapier generated documents

    2 votes

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  20. Have the ability to be more flexible when searching for documents.

    For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.

    2 votes

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