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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6441 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. display recipients name on document list

    Should easily display the signers name in the My Documents section
    I have to hover over the initials to see who the document is for

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. "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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  7. 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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  8. Conditional discount based on recipient

    Option to apply coefficients for different groups of clients, i.e. to offer them discounts or on the contrary to increase the cost

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. Add hyperlink to the text via API/insert clickable URLs

    2 votes

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    0 comments  ·  API  ·  Admin →
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  16. 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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  17. 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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  18. 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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  19. 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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  20. Expand scope of condition for approvals beyond document value etc

    Expand scope of condition for approvals beyond document value, quote or pricing.

    For users who works with wordy contracts lacking in pricing tables or quotes, it would be nice to see new approval conditions which extend beyond the current selection where the conditions can be for example edits to select clauses such as limitation of liability, indemnity etc

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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