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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6413 results found

  1. Integration with PandaPay payment gateway

    1 vote

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  2. Currently it is possible to import only a csv that contains up to 2 decimals in the price column. The feature request is to extend this number of decimals to three

    1 vote

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  3. It is really hard to grab the move boundary line between and image or text block that are next to each other. Super annoying

    1 vote

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  4. Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  5. to create a template that can be signed in real time and not sent via email to someone.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. I had a document that I deleted because it was part of a demo and kept sending notifications to a customer continuously every two days. I then deleted it from the trash because it kept sending these notifications despite being deleted.

    Despite deleting it from the trash, the recipient still received notifications related to the document. Can you please make this document stop sending notification emails/reminders to recipients

    1 vote

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  7. When adding documents to a pricing table from the product catalog, move 'Categories' sections to the same page as the list of products, not to the separate section, so there's no need to open it each time.

    1 vote

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  8. Hi there,

    I was quite shocked when I recently discovered that upload fields upload the document to a publicly available link.

    I don't feel this is very secure. Could you add a setting to require sign on in order to see the file? or a password?

    1 vote

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  9. Title to appear twice inside the document automatically without adding another variable

    1 vote

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  10. type the first letter to search through the list of the countries in the country code selection during the recipient verification instead of scrolling down to find the country

    1 vote

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  11. cc'd recepient function not editable

    1 vote

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  12. Add more fonts to Pandadoc editor

    1 vote

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  13. Be able to disable a user account, but still see a record of all past users and see the history of their documents.

    1 vote

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  14. how can I restrict access to adding items in the product catalog without changing the account role

    1 vote

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Custom roles

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  15. Increase the number of images per catalog item

    1 vote

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  16. Option to retrieve the list of all members in the organization

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Option to show tax exclusive grand total values on the document's list

    1 vote

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  18. 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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  19. 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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  20. Quote builder: ability to restrict adding certain products to certain templates

    1 vote

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