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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7513 results found

  1. In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document

    4 votes

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  2. Be able to define the size of content blocks (images, in this case) and then to block the possibility for users to change the size of that block, no matter what image they upload there

    4 votes

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  3. Pipedrive released a new feature that allows to enable or disable products when selecting them for a deal (SEE image 1) - when the Pandadoc is created, deselected products are still passed into the Pandadoc pricing table, regardless of toggle (SEE image 2).
    This is unintended behavior, can a fix or patch be made to the integration component to filter our products that have been disabled?

    1 vote

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  4. Ability to set 'not null' condition when setting up conditional content rules, so that the system pulls only those variables which has a value other than '0'

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. A condensed version of the document. For example, internally the client needs only about 3 pages of the 12-14.

    Let's say there is a document with 18 pages. A lot of which is marketing and not a specific agreement. Therefore once signed, we only need page 10 once signed. Also, internal finance and logistics departments only need page 10 as well. Therefore, once signed, 2 PDFs are needed: one complete and one, 1 page.

    2 votes

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  6. Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. Fields in the webhook response to appear in the alphabetical order. At the moment they are listed randomly.

    1 vote

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  8. Have the option to only send reminders when document is in sent status, and stop when the recipient opens it for the first time.

    1 vote

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  9. Check box in PandaDoc based on selection in CRM (custom property from dropdown in Salesforce)

    1 vote

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  10. 15 votes

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  11. Document.Value is calculated from a template rather than individual documents

    1 vote

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  12. Ability to add comments to Audit trail

    2 votes

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  13. option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.

    2 votes

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  14. Edit the email of the sent document then auto resend it after it was changed

    2 votes

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  15. Ability to click on the "+ Document" option in Salesforce's PD module

    2 votes

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  16. 1 vote

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  17. 12 votes

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  18. Can I add an attachment to that message while in the PandaDocs environment?

    (email body before sending document via email)

    6 votes

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  19. Integration with Stax payment gateway

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. 2 votes

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