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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7238 results found

  1. for the creator license to not be able to to edit the signing order in the document

    1 vote

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  2. If:
    -Template theme doesn't have a background image
    -Page of the template where conditional smart content block is placed doesn't have a backround image

    Then
    -Be able to pull the background image of the CLI for the page in the resulting document

    1 vote

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  3. populate two salesforce opportunities in one pricing table

    For example, Product and coupon opportunities in populated within one pricing table.

    https://pandadoc.zendesk.com/agent/tickets/404226

    1 vote

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  4. Resize the table in the Reporting section

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. The doc says the Default is 50 and Max is 100. We need more results during the document list API call

    1 vote

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    0 comments  ·  API  ·  Admin →
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  6. 1 vote

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  7. Option to present/get repoting data in Power BI

    1 vote

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  8. when writing up a contract with start dates and end dates.. it would be cool if we can add the DATE block where a calendar actually populates and we can see the dates - helps if we want to see if the date is on a weekend.

    1 vote

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  9. It would be amazing if you could see all catalog items in a spreadsheet view. Would make it way easier for maintenance! Having to export and re-import the csv files is the worst :(

    1 vote

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  10. I can see where to filter by templates, but the list is truncated so that I can't see all of the templates at once

    1 vote

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  11. At the moment there is no way to add tick boxes on the iPad version of PandaDocs. I appreciate that this is a toned down version of the full panda docs, but this is a really crucial thing and shouldn’t be difficult to implement.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  12. In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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  13. Ability to set roles later on when setting reciepients..

    1 vote

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  14. Ability to use "this month" filter for the reporting.

    1 vote

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  15. Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    1 vote

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  16. If a customer attempts to upload a .doc file (old Microsoft word), give a warning that it is not compatible, and to use .docx instead

    1 vote

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  17. 1 vote

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    Hey Panda,

    Good news — we did it! 🎯


    We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️


    👉 Watch the quick demo:

    https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68


    If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.


    I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.


    You can also grab a slot on my calendar here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.


    ⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.


    Thanks for being awesome,

    Alex from PandaDoc 🐼

  18. Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.

    1 vote

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  19. 1 vote

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    0 comments  ·  API  ·  Admin →
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  20. Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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