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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6687 results found

  1. exclude unselected or not applicable fields from template upon creating a document

    exclude unselected or not applicable fields from template upon creating a document

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Status for recipient in approval workflow

    Change text in analytics for recipients to "not sent yet" when a document is in the approval status

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  3. Athena health

    The client is requesting the integration with https://www.athenahealth.com/

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Mosaic Financing Partner

    Mosaic financing partner payment integration

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  5. Customize editor features for certain users

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. move template from production to staging without retagging fields

    Ability to move templates without having to retag the fields

    1 vote

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  7. Add print icon at the top menu for recipients to easily see how to print to PDF

    Although the print option is in the ellipsis, it would help with an analog audience to see a print icon at the top menu.
    Recipients need to see how to easily see the ability to print to PDF

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  8. profit margin exclude table

    Ability to make it so the profit margin app excludes selected pricing tables

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. uk phone number validation for fields (+44, length)

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Zoho CRM Tokens button

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. See which document a duplicate came from

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Ability to export items and images from the catalogue into folder

    Ability to export items from the catalogue

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. add products to document via Zoom

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Change the signer in multiple contracts all at once

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. See if a recipient enabled or disabled cookies (analytics, etc.)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. ability to see the line subtotal for 1 product (if there are more in 1)

    ability to see the line subtotal for 1 product (if there are more in 1 in qty column)

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. Download document and present locally without PDF (not to rely on internet for presentations)

    WOULD LIKE A LOCAL DOWNLOAD WITHOUT PDF - FOR SALES PRESENTATIONS and click on video - does not want to rely on internet. prefers to have rolling pages vs pagebreaks for a smoother experience. (Analog audience)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. inline comments: comment on a cell, text box, or section

    would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Disable local password for certain email domains

    I would like to enforce Google login for my company's users. Please provide settings where I can specify my company's email domain and specify that local passwords not be permitted for users with this email domain.

    This is a simpler configuration option than setting up Google as a SAML IdP.

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  20. keep library items in new document with transfer data to feature

    keep library items in new document with transfer data to feature. currently, content added from the library doesnt transfer over

    1 vote

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