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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6866 results found

  1. Security: Admin will receive a notification if a member logs in outside the office

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  2. When a document with a Smart content block is converted to a template, the smart content block should be converted as well

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Add multiple images for each item in Quote Builder at the same time

    Add multiple images for each item in Quote Builder at the same time

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Show documents created via Zapier in Monday.com

    Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Date of Deletion: Be able to see the date when a document was moved to Trash.

    Be able to see the date when a document was moved to Trash.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Confluence

    Integrate with Confluence to add digital signatures to Confluence pages.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Add object number and client name to the Pandadoc tab in Microsoft Team integration to simplify the search process throughout the recently c

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. [Global Setting] disable the ability for the clients to forward all existing agreements at once

    [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. [HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Option to view/upload the stamp in the mobile app

    • Will allow the user to upload and view stamp in the mobile App
    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  11. Allow user that is not part of workspace to receive notification of approval

    Allow a user not part of the workspace to get notification of approval.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  12. Option to save email body automatically

    Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Change payment email after Doc is signed

    I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  14. Ability to autocorrect a letter throughout the document. (MS Word Autocorrect feature).

    Ability to autocorrect a letter throughout the document.

    (MS Word Autocorrect feature).

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. It would be great if videos in presentations could be embedded OR 2) using a screenshot cover with a hyperlink, when clicked, it pops up on

    It would be great if videos in presentations could be 1) embedded when a presentation is uploaded OR 2) using a screenshot cover with a hyperlink, when clicked, it pops up on the screen. Right now, the big issue I have is the lack of design available in building in Panda Doc. I uploaded a designed presentation and then the issue was getting the videos to appear right and match the formatting. It ultimately had me driven to a competitor (DocSend).

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Option to restrict access of document without deleting it using API

    Option to restrict access of document without deleting it using API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Add multiple users to the template automatically vs manually

    Have a template that can be scaled down or up based on the number of signers. Basically, I would like to be able to use ONE template to send to signers and I can customize how many signers there needs to be

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  18. Save template sequence when template is moved to another workspace and copied to edit it

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. automatically add the document owner signature to a document when it is completed by other recipients

    automatically add the document owner signature to a document when it is completed by other recipients

    https://pandadoc.zendesk.com/agent/tickets/466863

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. The option to change the view (select the list view instead of thumbnail images) when a user is adding a content library item

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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