Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Protected PDF's from API download

    When PDF's are downloaded via the PandaDoc API protect the PDF's to show verified signatures in adobe.

    2 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →

  2. Global settings: Install Pipedrive for the whole organization

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →

  3. Ability to customize action buttons

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →

  4. In the subject line of a notification, show a commenter's name instead of a sender's name

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →

  5. The ability to add the Library items anywhere inside the uploaded files.

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →

  6. EV2. ability to add "mailto:email" links as in EV1

    EV2. ability to add "mailto:email" links as in EV1

    1 vote

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    Idea  ·  0 comments  ·  Document Editing & Design  ·  Admin →

  7. Pandadoc integration with SuccessFactors

    Pandadoc integration with SuccessFactors

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →

  8. Add functionality/fields to User Profile

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  9. Add new sourcefile options in editor 2

    Add the "add new sourcefile" option like in classic editor when editing a completed or sent document.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  10. [Google Sheets] Pass token data

    Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →

  11. Native integration with Copper

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →

  12. Report for documents with reminders

    is it possible to have a report which documents have an reminder option on please?

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  13. Single signature option for Editor 2.0

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →

  14. Use tokens in multiplier columns of pricing tables

    3 votes

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    Idea  ·  0 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →

  15. Spellcheck in docs

    2 votes

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    Idea  ·  0 comments  ·  Document Editing & Design  ·  Admin →

  16. Viewed status

    Differentiate Expired Documents that have been viewed or not viewed.

    Do not change the document status to Viewed if a cc has opened it, only if the signer has opened

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  17. Pull values from Google sheet rows to PandaDoc

    4 votes

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    Idea  ·  0 comments  ·  Document Editing & Design  ·  Admin →

  18. EV2. API - ability to upload another PDF to add to a created document

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →

  19. Invoice with Paid windows

    The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).

    4 votes

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    Idea  ·  0 comments  ·  Document Editing & Design  ·  Admin →

  20. Auto Response with template

    A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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