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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3830 results found

  1. Have a possibility to create groups within workspaces

    3 votes

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  2. 15 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  3. Webhook notification: document completed by all the recipients

    5 votes

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  4. disabling all reminders at a time

    18 votes

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  5. I'd like to indent the first line of a paragraph, but when I press tab it indents the entire paragraph.

    3 votes

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  6. create sub account for another user under the current active account and that user should not be able to view older documents signed

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
    Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
    There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. Export all data from PandaDoc

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. The option to draw in PandaDoc from the recipient's side.

    11 votes

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  10. connect an agreement to a specific Stripe Product

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. null is not read by the system while creatding docs from templates via API, but it should be fixed

    1 vote

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    0 comments  ·  API  ·  Admin →
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  12. Import from CRM for Hubspot for the contact object.

    7 votes

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  13. Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.

    5 votes

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  14. 8 votes

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    Idea  ·  3 comments  ·  Automations  ·  Admin →
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  15. When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.

    5 votes

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  16. integration with SF communities

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.

    3 votes

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  18. Decline part of the document

    5 votes

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  19. library of already added designs from Canva in PandaDoc

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. 11 votes

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