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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2991 results found

  1. Add endpoint to share templates via API

    Add endpoint to share templates via API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  2. Ability to delete a chat message on the template level.

    Ability to delete a chat message on the template level.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. image library restriction

    image library restriction - accessible by Account Owners and users with Admin role only

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  4. Improve Suggest Edits appcue to be more obvious

    Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
    It'd be great to have suggest edits be more intuitive and obvious for a recipient.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  5. sending another document based on recipient's chosen product from initial document that was sent

    A document will be sent to the recipient; the recipient will choose a product; another document will be sent to the recipient related to the product they had chosen.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. Ability to see which user made an edit/ change to an item

    Ability to see which user made an edit/ change to an item

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Include "expiration date"/"renewal date" into the report.

    Include "expiration date"/"renewal date" into the report.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Conditional rule based on the initial field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Option to enable multiline via API / Make

    • Will allow the user to enable multiline text in API or Make
    3 votes

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    1 comment  ·  API  ·  Admin →
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  10. Option to get the links of all documents created when downloading in CSV file

    • option for the user to get the link of all of the created document via downloading it in csv
    3 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Change the text on volume-based labels

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Catalog Changes Audit Trail

    I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Fillquick

    Integrate with Fillquick

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Option for Total Cost in the pricing table

    • option for the user in adding Total cost in the pricing table
    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. Reschedule Notary

    I would like to be able to reschedule an already scheduled notary session. For example, I have clients that are scheduled for 2:00 today, but they need to change it to 3:30 - I don't want to have to cancel the session an re-send the link and re-upload all docs.

    3 votes

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    1 comment  ·  Esign & Notary  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  16. Option to generate a payment link

    • Will allow the user to generate a payment link
    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  17. Merge several tables into one

    Merge several tables into one

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Ability to send documents with unresolved suggestions.

    Ability to send documents with unresolved suggestions.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Filter documents by Contacts

    Have the ability to filter documents by contacts.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Ability to remove the "by [client name]" section of a form

    Ability to remove the "by [client name]" section of a form

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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