Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. To have the ability to edit / customise the appearance of the email the customers receives.

    1 vote

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  2. Dynamics 365 Business Central Pricing fits the needs of Small and Midsize Businesses with core business needs. It helps organizations connect their financials, sales, service, and operations. For organizations of any size that have more sophisticated needs, business central offers a variety of applications including Marketing, Sales, Service, Finance, Operations, and Talent. As we know Dynamics 365 Business Central is sold and implemented through a global network of Dynamics 365 partners with industry expertise. Therefore, connect with a partner to request a demo and further evaluate the solution capabilities and business central pricing.

    https://www.nevastech.com/solutions/dynamics-365-business-central-pricing-licensing

    1 vote

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  3. Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    4 votes

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  4. Password change notification.

    1 vote

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  5. As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    5 votes

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  6. Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

    1 vote

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  7. How does a prospect make an in context comment on a document that has been distributed and enable to allow suggestions? Looks like the user can edit content, but that comments are relegated to chat.

    1 vote

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  8. Feature where an unknown user can open the link and sign the document

    1 vote

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  9. Notification once a user turns off the Email Attachment.

    1 vote

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  10. In addition to creating documents, customers would also like to create slideshow/ppt presentations

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  11. Our customers must make a deposit in order to accept the proposal. It would be nice to have a manadatory option requiring payment to accept the proposal.

    1 vote

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  12. password protect document option for business plan

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  13. There is something very unappealing about PandaDoc. It is the fact that one must consent to a warning that personal data will be gathered. One gets this warning twice: on opening, and before signing. I don’t recall seeing this message with any competitor." Can the number of warnings be reduced or eliminated?

    1 vote

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  14. Edit images in library (i.e. crop, rotate, color etc.)

    36 votes

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    Idea  ·  5 comments  ·  Other  ·  Admin →
  15. Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)

    2 votes

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  16. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    24 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  17. It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment. 🧠

    This would help our Triggers & Rules in out Team inboxes to properly handle these forms. ⚡️🚀 ; )

    1 vote

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  18. customize the words of the form link

    1 vote

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  19. ability to use two different signatures for the same person (for example draw and type)

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  20. Nevas Technologies is a certified Microsoft Dynamics 365 Business Central Partner with more than 15 years of experience dedicated to delivering Microsoft Dynamics ERP and CRM solutions and services.Nevas provides professional services that will help your business migrate to, implement, support, or customize Microsoft Cloud software; especially Microsoft Dynamics 365, Microsoft Dynamics 365 ERP partner, and Dynamics CRM. At Nevas, we continue to make investments in growing our global presence in order to meet the demands of our worldwide Microsoft Dynamics AX and Microsoft Dynamics 365 Finance & Operations, Dynamics 365 Business Central customer base. We have proven track record…

    1 vote

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