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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6099 results found

  1. Automation: send Excel spreadsheet automatically once document reaches Completed status

    Automation: send Excel spreadsheet automatically once the document reaches Completed status

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. Smart Content - Increase the limit of the 50 conditions per rule with a maximum of 10 content library items

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  3. The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. option to change "by" for sent documents

    option to change "by" for sent documents

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Ability to restore deleted images from image library

    Ability to restore deleted images from the image library

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. Different colors for dropdown items

    Different colors for dropdown items

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Allow an attachment to be rotated.

    Allow an attachment to be rotated

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Ability to filter documents per signer company name

    Ability to filter documents per signer company name

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. "Fill In" option retaining Focus in Unfilled Fields

    The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Option for Tailored discount

    • will allow he user to set tailored discount based on a specific factor
    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. MS Teams: all users' notifications

    Option to see all users' notifications from all workspaces within MS Teams

    2 votes

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    2 comments  ·  Integrations  ·  Admin →
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  12. Disable email notifications for bulk import

    disable email notifications for bulk import

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Option to edit the Role Permission

    • Will allow user to edit Role permissions, on thier preferred preference.
    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Enhance the visibility of the "Log Out" button

    The "Log Out" button in the new interface is difficult to locate.

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  15. Send a prompt to the document creator if they select/edit specific parts of a document

    Send a prompt to the document creator if they select/ edit specific parts of a document. The prompt could be created by the users in the account to provide information regarding their customers in relation to the document.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Add tags to multiple content library items at once

    Add tags to multiple content library items at once

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  17. Ability for a third party/ non recipient to view a completed document that was forwarded to them

    You can forward completed documents, but the nonrecipients can not view the document.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Option to automatically resend a document to specific recipients at a preset time

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  19. Conditional Fields - only show certain drop-down options for another field

    Conditional Fields - only show certain drop-down options for another field

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Video content block - option to make the video link private and not searchable

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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