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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Always have 2FA enabled even if the account window is closed and the user did not log out manually from the account.

    1 vote

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  2. Catalog import: add a certain value for csv file that would command not change the existing values when importing a csv to the product catalog.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. A dropdown menu option inside a table cell.

    1 vote

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  4. Option for recipient to approve or decline the document from the email they receive

    9 votes

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  5. At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.

    The feature request is to be able to set up the automation for documents which are not created from templates.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. Having the ability to customize the Home Screen, such as the option to use the simplified signature send view similar to what the Free eSign plan offers.

    1 vote

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  7. Schedule sending document with touch of Automation

    Example:

    1. create (Disclosure agreement)
    2. Created the 2nd document

    How to work:

    Before sending the Disclosure agreement, there should be a setting or automation button (or a link box, that we put the link of the 2nd document) and set if once signed. this document will be sent.

    or

    Improve the automation feature, I tried it but it did not work well on the types of the document we have.

    It only have an option to put an specific template, better if we can link an created document.??

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. Ability to bundle two or more templates when creating a document from a Pipedrive.

    1 vote

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  9. Could there be an option to attach documents in private, such as how commenting works?

    Sometimes with our contracts we would like to send supporting documents to internal stakeholders with private information to be shared with them in order to approve the document or complete their part in the signing order.

    Currently we can't do this. If supporting documets need to be attached, they can be viewed by all recipients, including external stakeholders who should not be able to view.

    When we send a document through PandaDoc we have to manually send an additional email with the supporting documentation.

    1 vote

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  10. Have the ability to use a gateway that has authorized.net. emulation

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  11. When adding a presentation from Canva, there should be an option to adjust the image size to ensure it aligns uniformly with the rest of the pages in the document.

    2 votes

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  12. We'd like to see "You'll save" field with % of the discount

    1 vote

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  13. The ability to push document value from PandaDoc to Hubspot Deal Value without Hubspot recalculating.

    1 vote

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  14. Combine image and text block / add image to a text block to connect them

    2 votes

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  15. Highlight the price of a product in the quote

    2 votes

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  16. Get a CSV file with a list of unique document links for all documents

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  17. The client sees that when the Opportunity changes its status when the signer completes the document when Change Salesforce opportunity stage whenever a document’s status is updated automation i used. They want to see the name of the used automation instead of the signer's name in SF when the automation is used.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. Setup renewal notifications via API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  19. Option to prefill a field that the signer still has to confirm is correct and prompt them to do so. Required fields that are prefilled with information by the Sender are being skipped over as "answered".

    1 vote

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  20. link document to the Salesforce order

    1 vote

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