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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6117 results found

  1. Indent Table of Contents

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Ability to add product images via Dynamics 365.

    Ability to add product images via Dynamics 365.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Option to set a user as just an APPROVER of specific documents in a workspace

    Option to assign a user to be just a document approver.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  4. Sorting Reporting Data by header fields, like owner, date, recipients, etc.

    In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Agera

    integration with Agera

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. 1.0 content should be included into the new reporting tool

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Black Bar menu gets in the way

    Panda is so non user friendly, the black menu bar gets in the way of filling out the document and that happens every time you make an entry. It’s absolutely awful. The same can be said for the user name that pops up, it’s just in the way of filling in the document.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  8. Single click on ALL entries

    The document requires a double click on all entries instead of a single click--it is very time consuming and not user friendly at all in that capacity.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  9. Create a document from Zoho Sales Orders

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. Duplicate/Copy contacts in PandaDoc

    Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
    Currently, the new contact has to be completely filled out again.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. PandaDoc widget for purchase orders module in Zoho CRM

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. customize info showed when a document expires

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  13. Bundles - checkpoints

    checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Manually changing document status in the MS Dynamics iFrame

    Manually changing document status in the MS Dynamics iFrame

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. direct a new document with the transfer data option into the folder the initial document was created in

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  16. Option to enable to see the recipient on the inbox

    Option to enable to see the recipient on the inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. delete recent templates from document wizard

    option a delete recent templates from document wizard

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. columns to retain their default name in Ev2 once after unhidden

    columns to retain their default name in Ev2 once after unhidden

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Ability to add multiple choice selections when creating via the API in EV2

    1 vote

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    0 comments  ·  API  ·  Admin →
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  20. Processing time

    Would like to speed up the processing time when when running document details call to get a list of 3000+ docs.

    1 vote

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