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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6301 results found

  1. Add multiple images for each item in Quote Builder at the same time

    Add multiple images for each item in Quote Builder at the same time

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Automatic document forwarding to another PandaDoc user when initial user is on vacation

    Ability to automatically forward documents sent to you to any of your PandaDoc account users.

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Option for the sender to resend the document to the recipient who did not recieve the document

    Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.

    17 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  4. Option to check Analytics of a previous version of a document

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  5. More comprehensive pricing table design settings

    Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table

    19 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →
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  6. Show documents created via Zapier in Monday.com

    Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Date of Deletion: Be able to see the date when a document was moved to Trash.

    Be able to see the date when a document was moved to Trash.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. remove grey background from text field when the document is opened for the recipient

    remove grey background from text field when the document is opened for the recipient

    https://pandadoc.zendesk.com/agent/tickets/451149

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  9. Salesforce: Rich text roadmap

    Rich text roadmap for salesforce integration.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Time to view (Reporting)- include the specific pages as it does on single document level

    We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.

    Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Monday.com formula columns

    50 votes

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    9 comments  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.

    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6

    During our discussion, we can explore these proposed solutions and gather your feedback.

    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

  12. Option to have a PandaDoc Lawyer to review the document before it was sent.

    Option to have a Lawyer to review the document before it was sent.

    7 votes

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    2 comments  ·  Security & Compliance  ·  Admin →
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  13. Converting a form to a document

    Converting a form to a document

    • will allow the user to convert a form to document.
    13 votes

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    1 comment  ·  Forms  ·  Admin →
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  14. Default Text Box / Blocks size

    Ability to see the width of a given box and than adjust the others until they are the same width

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  15. The ability to center / align all information in the pricing table (QTY, Price, etc).

    Right now, we can only center the text for text columns.

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Twilio and Zuper

    It would be nice to have Zuper and Twilio integration with PandaDoc

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.

    Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.

    4 votes

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    1 comment  ·  API  ·  Admin →
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  18. Separate documents from the bundle after partial signing one of the documents in a bundle

    Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Set a Document Sender per specific template: The ability to pre set a default email address per template to be sent from.

    To have the ability to pre-set at the template level, a default email address from which a document would be sent.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Confluence

    Integrate with Confluence to add digital signatures to Confluence pages.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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