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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6866 results found

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

    1 vote
    0 comments  ·  Approvals  ·  Admin →
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  3. Option to retrieve the list of all members in the organization

    1 vote
    0 comments  ·  API  ·  Admin →
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  4. 1 vote
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  5. Option to show tax exclusive grand total values on the document's list

    1 vote
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  6. Client would like to use SSO to sign into UserVoice.

    1 vote
    0 comments  ·  Other  ·  Admin →
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  7. 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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  8. 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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  9. 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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  10. Quote builder: ability to restrict adding certain products to certain templates

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

    1 vote
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  12. 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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  13. 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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  14. 1 vote
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  15. 1 vote
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  16. 1 vote
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  17. Pay to have someone fill in custom information in variables.

    1 vote
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  18. Option to have an API endpoint to validate email correctness according PandaDoc email format rules

    1 vote
    0 comments  ·  API  ·  Admin →
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  19. 1 vote
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  20. 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
    0 comments  ·  Other  ·  Admin →
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