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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. Hide borders for individual borders on the Editor 2.0

    The ability to hide the vertical and horizontal line for each table individually in the Editor 2.0.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  2. Zendesk Support for Editor 2.0

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  3. Required fields

    Make all fields required when placing them in a document

    3 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →

  4. Uploaded signature for the Editor 2.0

    3 votes

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    Released  ·  1 comment  ·  Recipient Experience  ·  Admin →

  5. BulkSend in Editor 2.0 Ev2

    BulkSend in Editor 2.0

    3 votes

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    Released  ·  0 comments  ·  Admin →

  6. Bulk Users Invite

    The ability to add multiple users in a Wrokspace of the account. Either new users or users from other workspaces.

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  7. Remove payments in a document level

    On the new editor, you are only able to remove payments on a template level. Please add back the functionality to remove it on an individual basis on a document level.

    2 votes

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    1 comment  ·  Quote to Cash  ·  Admin →

  8. Inline fields inside the table block

    Inline fields to be utilized inside a table block

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  9. Interface

    Please go back to the old interface and layout. The new interface and layout make's no sense. Trying to make it sleek and modern when there was nothing wrong with the old interface. Please go back and get rid of this new one. You also have to open the Template to create a document now, instead of being able to hover over the template and create a document.

    2 votes

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    0 comments  ·  Other  ·  Admin →

  10. improve the email notification when a collaborator is invited.

    When a collaborator is invited, the email notification should display the name of the document they are invited to collaborate on, rather than showing the workspace name.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  11. Restrict access to the documents by using Grant access button

    The client's feedback:

    We’ve reviewed the setting you mentioned regarding access requests, and we understand that disabling it can prevent users from requesting access. However, this does not address the core issue we reported.

    To clarify again: when a user requests access to a document and we receive the email notification, simply clicking on the document link in the email (not the “Grant Access” button) automatically grants the requester guest access to our account. This is happening without any explicit approval or confirmation from our side.

    This behavior represents a significant security flaw, as access should only be granted when…

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →

  12. Hide the Timeline panel on the right side of the Overview page

    Hide the Timeline panel on the right side of the Overview page

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  13. Ability to switch between on demand and bring your own notary sessions.

    Option in notary dashboard to switch between on demand and bring your own notary sessions. Currently have to manage this via separate workspaces and emails which is challenging but needed as their users while sometimes doing BYON, also on occasion need to launch an on demand session.

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →

  14. Be able to search/add recipients by contact name instead of only email

    When we are assigning signature blocks the searchability by name does NOT work. So we are having the issue of people typing in a name, assuming the contact does not exists, then adding in a new contact (which tends to be wrong) and sometimes that data being pushed into the contact list and editing our contacts.

    2 votes

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    0 comments  ·  Other  ·  Admin →

  15. Make one payment gateway default over another

    Make one payment gateway default over another

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  16. Separate Repository for Templates

    separate icon for templates

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →

  17. Send an SMS reminder notification

    send an SMS reminder notification

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  18. Option to add metadata to documents not using API

    Ability to add metadata to documents created from templates using the PandaDoc editor.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  19. Allow Product Bundles to be set with recurring pricing

    We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  20. Adding Laos (KIP) currency in pricing table

    adding Laos (KIP) currency in pricing table

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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