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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6836 results found

  1. approval workflow to be edited with Creator license

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  2. 1 vote

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  3. 1 vote

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  4. 1 vote

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  5. Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. sign with an Apple pencil

    1 vote

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  7. The option to see the progress while importing catalog products, rather than just receiving an email once the action is complete.

    1 vote

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  8. HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field

    1 vote

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  9. option to delete pages and insert page breaks using the mobile app

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  10. Ability to resize and move the editor toolbar

    1 vote

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  11. Notify account owner when an integration is not working.

    1 vote

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  12. 1 vote

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  13. The option to see how many fields were assigned to a specific recipient.

    1 vote

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  14. 1 vote

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  15. Ability to adjust some products within the pricing table so they are visible, but are not calculated.

    1 vote

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  16. Remove some default filters in the document list.

    "We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."

    1 vote

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    • will allow the user to hide specific column on the pricing table once sent only but the column is unhide on sender's view
    1 vote

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  17. Once the recipient suggests edits, and the sender accepts/rejects those edits but then the sender makes additional edits to the document would like a way in the app for the sender to know their suggestions have been "sent" to the recipient (similar to the "request review" button that the recipient has on their side).

    I know the recipient is notified via email automatically once the sender makes additional edits and they can review those new suggestions - but from the sender side it is unclear that is happening. Would like to have improved way to confirm that the recipients received…

    1 vote

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  18. Ability to change the location of the product image in the pricing table.

    1 vote

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  19. 1 vote

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