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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7266 results found

  1. Ability to search documents via the signature certificate ref. number.

    3 votes

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  2. Disable option to create a new account under specific domain

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Since API calls to documents use the document ID, there should be an easier way to locate them within the PandaDoc Dashboard.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  4. Two different products in Salesforce (Standard Product and Add-on Product). When creating a contract in PandaDoc, the pricing table should display these products as one which can be called Standard Product with an add-on.

    2 votes

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  5. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    7 votes

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  6. An easier way for recipient to see who is a signer or CC'd on a document. Instead of having to hoover over the Bubbles at the top of the document allow there to be a portion on the side of the document to view who is all a signer/CC'd on the document. "Or make it more prominent that everyone copied is listed at the top of the pandaDoc."

    2 votes

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  7. Have the ability to manage the visibility of contacts from users

    2 votes

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  8. The client is using our Reporting feature regularly sending out the running numbers for his team. He wants to create a graph showing the numbers of his sales rep if they've achieved their target for X month and compare the supposed target to their running numbers when it comes to creating and sending out the doc to their clients along with the doc dollar value.
    This would help him not to create the graphs in Excel and or do this on a manual process from time to time.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. If I have a custom variable of [dog name] and I use it 50 times in a template.... but then I need to change it to [cat name]..... I have to create a NEW custom variable and then do 50 replacements. I want to just be able to EDIT [dog name] and see that change automatically in my already placed variable.

    2 votes

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  10. Option to remove the total amounts in the workspace activity dashboard (the amounts at the bottom of every box in the workspace activity)

    2 votes

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  11. To be able to generate a certificate that will include recipient information when the document is viewed or does not have a signature field

    2 votes

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  12. Option to automatically require "Approval" if certain items from the Content Library are added to a document.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  13. Customer would like the fields to auto place in the table and will perfectly fit

    1 vote

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  14. We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.

    2 votes

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  15. 2 votes

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  16. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  17. send a document to 1 signer first then send the document to the rest of the signers after the 1st recipient signs the document

    2 votes

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  18. Interactive Presentation Option similar to a Powerpoint or with browsing a webpage.

    2 votes

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  19. Option to create template or document in a different language

    • Will allow the user to create documents/templates in different languages.
    6 votes

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  20. 4 votes

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