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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6836 results found

  1. Can you create a template for the manufacturing agreement?

    1 vote

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  2. 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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  3. Bulk import tags.

    1 vote

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  4. Ability to pull all the tagged documents only within the folder you're currently in.

    1 vote

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  5. "Document.ExpirationDate" should be visible to the approver of a document with a note saying this will be populated once sent to client and reference the settings on the document eg. "the date will automatically be populated with an expiry date 7 days after the date it is sent"

    1 vote

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  6. 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.

  7. Increase the number of images per catalog item

    1 vote

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  8. restrict the quantity editing for specific recipients.

    To be able to assign the roles ( specific recipients) who can edit the quantaty
    https://pandadoc.zendesk.com/agent/tickets/444954

    1 vote

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  9. QES provided by Swisscom ii. QuoVadis Trustlink iii. SwissSign iv. Bundesamt fur Informatik.

    1 vote

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

    1 vote

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  11. 1 vote

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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. Client would like to use SSO to sign into UserVoice.

    1 vote

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  14. 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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  15. In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link

    1 vote

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  16. 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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  17. Quote builder: ability to restrict adding certain products to certain templates

    1 vote

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  18. The ability to copy or duplicate a checkbox already selected / checked off would be useful.

    1 vote

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  19. When content formatting is edited, PandaDoc scrolls back to the top of the page, interrupting workflow. An option to stop this scrolling is needed.

    1 vote

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  20. I believe it would be useful to have overset text flow into the next textbox, in a similar fashion to InDesign. In this way, on a multi-page document, if an individual needs to make major edits to the text, they will not also have to manually update the formatting on every page thereafter. See attached gif for an example of this overset text flow in action. Happy to provide more info if needed!

    1 vote

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