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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6171 results found

  1. Currently system tokens must be filled manually while using our mobile application.

    1 vote

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  2. 1 vote

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  3. Would like to have an option to set up logo for specific e-form not for the whole account/workspace

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  4. integration with proprietary video platform

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  5. could you please fix date to show completed date as of when it was completed on mobile complete overview and not the date it was created

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  6. Hello, can you please include a way for your customer's to send a copy of their PDF files from Pandadoc via a link whenever emailing the PDF files to others, verses always sending the PDF files as an attachment within an email whenever you email the PDF files to others. Because some companies/people don't like to open attachments due to computer viruses.

    Please consider this as an immediate option. Many other companies that I create other type of PDF files with do provide this option (emailing via a link) with their PDF files.

    I appreciate your taking the time to…

    1 vote

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  7. I do receive an e-mail saying that the supposedly person has accessed to the platform (name of the person of the link in PandaDoc) not the recipient of the link, which is not true

    1 vote

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  8. Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.

    Thanks!

    (PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).

    1 vote

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  9. Salesforce: correct values for searchable fields (like time and address)

    1 vote

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  10. VB scripts

    1 vote

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  11. We need a way to BULK select multiple user names/emails when needing to change the license type. Having 450+ licenses, I need a way to do things in GROUPS....not just bulk deleting, but also bulk CHANGES when needed.

    1 vote

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  12. Expand the search field when syncing a document created in Panda to Salesforce Opportunities - should be able to search for opportunities based on all terms in the opportunity name, rather than exact names.

    1 vote

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  13. Ability to see or preview what it looks like after changing the Branding

    1 vote

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  14. If a field's font size is altered, it no longer is affected by font changes made in the design settings. It would be nice to have the option to force changes to apply to every single field on a document, regardless of whether or not it has been previously changed.

    1 vote

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  15. It takes 10-15 seconds to create a document from Zendesk Sell in EV2

    1 vote

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  16. 1 vote

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  17. The single tab between the variable entries should be returned for ev2

    1 vote

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  18. Have the document values be on display in Zendesk Sell integration.

    1 vote

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  19. Would like the ability to lockdown end users from being able to clone completed documents. (Improve best practices)

    1 vote

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  20. Make Adding Contacts Easier- When adding a new contact, if you click anywhere on the screen outside of the white box by accident, it exits the screen that you are working on with all the fields and you then have to start entering all details from scratch again. It can be very frustrating.

    1 vote

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