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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5493 results found

  1. Include all users in the Leaderboard

    Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.

    2 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  2. Option to require users to change their password once a year

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  3. Personal History of Changes: Undo previous actions within account / workspace

    track my own history and undo previous changes

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  4. Change Form Layout

    Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. increase document list results

    The doc says the Default is 50 and Max is 100. We need more results during the document list API call

    2 votes

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    0 comments  ·  API  ·  Admin →
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  6. Reporting documents by Updated Date

    It would be helpful if we were able to run a report based on Updated Date and not just by Documents Created, Sent, and Completed. There was a time before the reporting had been updated where we could see all document activity for a given day based on the Updated Date. This would give me a complete picture of activity (Created, Sent, Updated, Completed) for that given day. Thanks!

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  7. a separate Send action in Zapier

    a separate Send action in Zapier

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. Automatically make Hubspot Deal owner to be a new document owner

    2 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  9. Limit Manual Status Change Function

    Ability to prevent users from manually changing status but still have document editing privileges.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Show the exact time document status was updated in Timeline (not 15 hours ago, but an accurate time)

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. The ability to add pages from completed documents to the content library.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  12. Thai language for PandaDoc platform

    Our team members are not that good with the English language and so we would like to have an option to translate the platform's language from English to Thai.

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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  13. use the API to combine templates

    For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. Possibility to add tax to a section

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. set document currency via api

    2 votes

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    0 comments  ·  API  ·  Admin →
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  16. One Step Signing: weblink that a customer can click and sign in one step, rather than a long document they need to fill in

    Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.

    2 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  17. Auto numbering for content library items

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  18. Ability to automatically mass-update custom product fields in templates and library items

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Option to write in content with a digital pen that converts into text

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Option to have the signature appear with a frame around it with the transaction ID number.

    Option to have the signature appear with a frame around it with the transaction ID number.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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