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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. I would like to be able to have my completed PandaDoc's move to the Attachments section within 'Deals' in the Zoho CRM.

    1 vote

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  3. When a form is embeded in a web site and Chrome cookie setting is set to "Block third-party cookies", JavaScript error below happens.

    "DOMException: Failed to read the 'localStorage' property from 'Window': Access is denied for this document."

    As a result, the form is not displayed at all on our web page.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  4. 1 vote

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  5. Have an archive of everyone that email was delivered to, so they can be downloaded.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. 1 vote

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  7. Ability to change workspaces within Zoom/PandaDoc App.
    This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
    Ex:
    New hire completing documents for HR then IT.
    CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.

    1 vote

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  8. ability to enable quantity editing like in EV1

    1 vote

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  9. To have suggested approved changes marked-up to double-check them later

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  10. integration with QuickFee payment solution

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. 1 vote

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  14. We have some variables that may or may not be the same as others. This means when customer is completing order form they may need to enter the same information more than once. It would be really helpful if there was the option to enter a tickbox that says something like 'Same information as above'

    1 vote

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  15. 1 vote

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  16. Give PandaDoc a more robust local cache in the client browser, so that network connectivity disruptions are less likely to result in lost work.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Document Editing has become miserable in the new update. Not easy to find all of the buttons.

    How do I reassign signing privileges to another individual without deleting the previous signer off?

    Roll back to the old PandaDoc UI / UX because this update is trash.

    1 vote

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  18. the client needs to avoid the option "choosing the email from the automatically-generated list" as other staff members can choose the wrong email

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. 1 vote

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  20. Integration with Financial Force

    1 vote

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