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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7483 results found

  1. Zoho mobile app

    Option to create a document from Zoho mobile app

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Pricing table footer - show lines/borders

    Pricing table footer display the table. This request is specifically asking for there to be lines/borders in the 'total' section at the bottom of the pricing table.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Swap multiple fields at once

    The ability to change multiple fields to a different type in one go. (currently, the auto-placement of fields feature adds text fields for spaces where date is needed)

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. frontapp CRM

    We use frontapp as our CRM tool. I would like for it to fire based upon a comment or tag being added. (frontapp is a layover for gmail but allows for notes to be taken about contacts, allows for other app integrations, and allows for commenting under email threads). It also turns these emails into tasks for staff. The goal is once the pandadoc is signed by all parties, details of when customers begin are added to our google sheets, and to our quickbooks along with the attachments they have provided.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. remove the owner from being copied on every notification for all licenses

    Remove the owner from being copied on every notification for all licenses

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Reporting feature in API

    Reporting feature in API

    get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing

    7 votes

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    1 comment  ·  API  ·  Admin →
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  7. Delete a role and related fields at the time of document creation.

    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.

    9 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Reminders set in hours

    Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. view value on signature field via API

    3 votes

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    1 comment  ·  API  ·  Admin →
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  10. Generate link for draft document

    The actual question we have is if it's possible to generate a link to a document in the draft status, allowing the user to send that link directly to a recipient for e-signature instead of having the document sent through PandaDoc app.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Filter manually completed documents via API call

    filter out manually completed documents from the GET documents API call?

    3 votes

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    1 comment  ·  API  ·  Admin →
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  12. Integrate Focus Centra CRM with PandaDoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. PandaDoc online validation tool

    PandaDoc online validation tool where you can validate/verify the document

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  14. Download Reporting Images

    Able to download the reporting charts along with the .csv file or provide an
    option to download

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  15. Skip all notification email except document completion

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. refresh the TOC automatically when headings are inserted, modified or deleted

    refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).

    5 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  18. Tally for Forms as Survey

    ability to provide tally for Forms if used as a Survey

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. We need to use exclusively PAdES or CAdES format for signature

    We need to use exclusively PAdES or CAdES signature formats

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  20. Add recipients to list of documents

    Customer would like to have an option to add a recipient to a list of documents that they have sent already and to some that are on viewed, completed and expired

    1 vote

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    0 comments  ·  Other  ·  Admin →
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