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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6836 results found

  1. notification for Acc Owner when invite for collaborator has been sent

    Acc owner receives notification once an invite for a collaborator has been sent

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Be able to filter by currency within the Reporting feature

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Ability to make only certain parts of a table editable

    Have the ability to type information and add cells to the table if needed, but not be able to delete the table itself.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  4. Ability to add notes into a completed document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Optional content blocks that can be turned on/off on the template.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Get one list of all collaborators from multiple workspaces

    The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. In-person signing support document rejection

    In-person signing support document rejection (for now you can only sign).

    1 vote

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  8. Put brackets without trigerring a variable input.

    1 vote

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  9. Designate which heading is recognized as a title by tables of contents

    Currently only Heading 1 occurs as a title in the Table of Contents. Since tables of contents don't recognize PDF page breaks as a new page number, my work around is to manually create page breaks, which means I also need to split my table of contents into 2 pages. It would be helpful if I could designate Heading 2 or 3 as a title, so that Heading 1 sorts into TOC 1, and Heading 2 or 3 sorts into TOC 2. Currently I am forced to populate Heading 1 into both tables of contents and delete the redundancies out…

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. "Clear Product" button in pricing table

    A button to clear a product item from the row in a pricing table would be more streamline than needing to delete the title and description. See video of explanation below:

    1 vote

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  11. Option to permanently disable the pop-up window that appears after uploading a PDF: "We recognized X form fields in the uploaded document"

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Automate the creation of the products in the pandadoc product catalog via Make/Integromat

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Restrict adding fields

    Option to disable user's the possibility to add fields on top of documents

    1 vote

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  14. Categorize documents into the same folder (based on recipient)

    For example, if you sent the document to the recipient and then sent another - have the option in PandaDoc to recognise it is being sent to this particular client and categorise them into the same folder.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Zoho: pass the taxes in flat amount if using Quote builder

    1 vote

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  16. Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)

    https://pandadoc.zendesk.com/agent/tickets/507683

    1 vote

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  17. Upload secure PDFs without removing encryption

    1 vote

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  18. Operators as a condition in smart content

    can I use operators as a condition? For example if "amount > 0" then show "content".

    1 vote

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  19. Option to limit of how many products can be on a pricing table

    1 vote

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  20. Be able to add "Collect files" field with the help of field tags

    1 vote

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