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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I had a document that I deleted because it was part of a demo and kept sending notifications to a customer continuously every two days. I then deleted it from the trash because it kept sending these notifications despite being deleted.

    Despite deleting it from the trash, the recipient still received notifications related to the document. Can you please make this document stop sending notification emails/reminders to recipients

    1 vote

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  2. When adding documents to a pricing table from the product catalog, move 'Categories' sections to the same page as the list of products, not to the separate section, so there's no need to open it each time.

    1 vote

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  3. Hi there,

    I was quite shocked when I recently discovered that upload fields upload the document to a publicly available link.

    I don't feel this is very secure. Could you add a setting to require sign on in order to see the file? or a password?

    1 vote

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  4. Title to appear twice inside the document automatically without adding another variable

    1 vote

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  5. type the first letter to search through the list of the countries in the country code selection during the recipient verification instead of scrolling down to find the country

    1 vote

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  6. cc'd recepient function not editable

    1 vote

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  7. Add more fonts to Pandadoc editor

    1 vote

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  8. Be able to disable a user account, but still see a record of all past users and see the history of their documents.

    1 vote

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  9. how can I restrict access to adding items in the product catalog without changing the account role

    1 vote

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Custom roles

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  10. Increase the number of images per catalog item

    1 vote

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  11. Option to retrieve the list of all members in the organization

    1 vote

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    0 comments  ·  API  ·  Admin →
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  12. Option to show tax exclusive grand total values on the document's list

    1 vote

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  13. Remove access to the 'renewal' functionality on a template for certain users.

    Example: We have a PandaDoc integration in Salesforce. When sales reps configure and send out a template, there is an option under Settings to update the renewal logic of a template. I would like to remove users' ability to influence renewal logic.

    1 vote

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  14. to restrict how a field is edited – In this instance, we have a minimum fee ($2,000 for instance). To allow for this figure to only be increased and never discounted.
    A rep will be able to alter the $2,000 figure to $2,500 but not $1,900 (as an example).

    1 vote

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  15. Quote builder: ability to restrict adding certain products to certain templates

    1 vote

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  16. 1 vote

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  17. Option to have an API endpoint to validate email correctness according PandaDoc email format rules

    1 vote

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    0 comments  ·  API  ·  Admin →
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  18. if I go to pandadoc.com, and I was recently logged on, it should just take me to the dashboard. When it doesn't, I think that it's because my session expired, but when I click log-in it takes me to the dashboard without putting in my credentials.

    1 vote

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  19. e.g. Specify "Page 1 of 10" to start on page 3, and "Page 2 of 10" to start on page 4, etc....

    1 vote

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  20. 1 vote

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