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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6688 results found

  1. Be able to customize the drop downs for reminders and expiry dates

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Dear Glenn,


    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding the extended drop-down menu with reminders and expirations! We highly appreciate it!


    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on what exactly you'd like to see there and which options should be available for you within the drop-down.


    I appreciate your time and looking forward to hearing back from you!

  2. Add recipient information in URL

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  3. Ability for SF fields to display two decimal places to match field formatting

    1 vote

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  4. auto-update content used from shared folder

    1 vote

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  5. Receive responses to whitelabeled email

    Ability to receive responses to sent emails from PandaDoc that are whitelabeled

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Indent Table of Contents

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Contracts templates in spanish

    Have all the documents templates also in spanish, specially the contracts template

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  8. Ability to add product images via Dynamics 365.

    Ability to add product images via Dynamics 365.

    1 vote

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  9. Option to set a user as just an APPROVER of specific documents in a workspace

    Option to assign a user to be just a document approver.

    1 vote

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  10. Bigger Panda<>Salesforce window

    1 vote

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  11. Sorting Reporting Data by header fields, like owner, date, recipients, etc.

    In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Agera

    integration with Agera

    1 vote

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  13. 1.0 content should be included into the new reporting tool

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. It would be very helpful if the CC field would allow you to choose a Salesforce contact.

    1 vote

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  15. zapier - differentiate Hubspot pipelines by identifier to filter actions

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. Black Bar menu gets in the way

    Panda is so non user friendly, the black menu bar gets in the way of filling out the document and that happens every time you make an entry. It’s absolutely awful. The same can be said for the user name that pops up, it’s just in the way of filling in the document.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  17. Single click on ALL entries

    The document requires a double click on all entries instead of a single click--it is very time consuming and not user friendly at all in that capacity.

    1 vote

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  18. [Hubspot] Restrict the creation of the PandaDoc for specific users

    1 vote

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  19. Webhooks Security

    Concern of security of Webhooks in the dashboards (users have access into the dashboard and can adjust/delete Webhooks; also no audit capabilities)
    Need to get this behind a security role/wall

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  20. Create a document from Zoho Sales Orders

    1 vote

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