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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6442 results found

  1. More particular chat functionality ie: ability to chat on on section vs inline commenting

    Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Signature stamp for frequently used signatures

    Generate the ability to create a signature stamp.

    e.g.

    Signature Title: Accounting
    Includes:
    Brenda (signature and date)
    Amanda (signature and date)

    7 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. custom roles can be approvers in workflows

    allow custom roles be approvers in workflows

    4 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  4. Forms Usage Reporting

    5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  5. Bulk Send: Download all completed documents in one

    Bulk Send: Download all completed documents without going to each folder.

    14 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  6. MD-Staff

    MD-Staff integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Change Email Title API

    Change the title of an email using API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  8. Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. price ranges for quotes

    7 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. disable the inbox notification (red indicator)

    disable the inbox notification (red indicator)

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. ability to create Stripe products from the Stripe payment integration

    ability to create Stripe products from the Stripe payment integration

    7 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  12. Thai language supported by letters only field validation

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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  13. move the value of price/amount on the pricing table

    move the value of price/amount on the pricing table

    2 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. IP tracking and filtering

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Field Validation in forms

    Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.

    If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    21 votes

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    Idea  ·  7 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Automation with the internal systems(using freshbook) For invoices and contracts

    Automation with the internal systems(using freshbook)
    For invoices and contracts

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. pull photos of users to PandaDoc documents from Salesforce

    pull photos of users to PandaDoc documents from Salesforce

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Pre assign roles in app

    Would love to see pre-assigned roles carry over into the app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  20. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    113 votes

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    23 comments  ·  Other  ·  Admin →
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