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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5913 results found

  1. Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  2. Option to have Waiting for others tab for all documents within workspace

    4 votes

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  3. Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp

    9 votes

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  4. 14 votes

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  5. 12 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  6. We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.

    4 votes

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  7. Resend document to approver/ "ping" or notify approver or send a reminder to approve the document

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  8. 3 votes

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  9. Integration capabilities with WhatsApp

    4 votes

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  10. Option for a Custom Role with no document editting feature have option to add a Collaborator

    3 votes

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  11. Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    11 votes

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  12. check the delivery error by email via API/Webhooks

    2 votes

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  13. Smart content will only put the items on the document will not include the page

    3 votes

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  14. Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates

    3 votes

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  15. Map line items to a table block via Zapier and/or native integrations.

    3 votes

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  16. Ability to send document without recipient's email address and just by providing a share link

    7 votes

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  17. There are a considerable amount of improvement to the Word import option that could enhance PandaDoc customer experience. Firstly, when pulling in documents from Word, customers lose the ability to retain the footer in each section. While setting up a new footer is relatively easy, doing it a hundred times over is tedious and a time-suck. There's also the case where certain items coming in from word just simple don't pull into PandaDoc. Such as the table of contents. There's a table of contents block, however when importing, this is removed completely. Similarly, whenever importing a document that contains a…

    3 votes

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  18. Moving sent or completed documents to a selected PandaDoc folder - for Forms

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. 4 votes

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  20. 3 votes

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    0 comments  ·  Other  ·  Admin →
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