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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. contact's variables in variable list in the Opportunity in Salesforce

    having contact's variables in variable list in the Opportunity in Salesforce

    9 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  2. Contract Lifecycle Management (CLM)

    73 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  3. Customize email format sent out via whitelableing

    PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Email tracking each time a document is being opened

    every email open means someone is thinking about their quote
    so it would be an awesome feature

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Choose which Admin will receive Workspace Join Notifications

    Choose the person who will receive notifications to join ws via internal link so not all admins receive them.

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Template recommendation

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  7. Use Catalog items outside of pricing table.

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Add clickwrap as an additional safeguard for contract signing: Terms & Conditions Feature

    add clickwrap as an additional safeguard for contract signing.

    49 votes

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    6 comments  ·  Security & Compliance  ·  Admin →
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  9. To work with Dragon Software - or other dictation software

    It would be great if it worked when you are adding to anything via typing to be able to use dictation software i.e. Dragon Software.

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Signature Fraud Warning

    Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. recognize field tags with underlines. EV2

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. Restricting sentences not the whole block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Ability to choose if a signature is to the left, centered, or to the right aligned.

    Ability to choose if a signature is to the left, centered, or to the right.

    14 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  14. Quality of the uploaded PDF

    PDF upload improvements so the quality stays the same.

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. References in the Pricing Table

    Ability to add references to the pricing table.

    9 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  16. "awaiting your signature" in dashboard

    Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    15 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  17. [Reporting] Salesforce Activity

    Salesforce reporting feature with PandaDoc integration.

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  18. Receive the "completed by a recipient" notification when both the sender is a signer even when there's no signing order set.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Dropdown field: Image as option item

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. System Tokens Fill Automatically on Mobile Application

    Currently system tokens must be filled manually while using our mobile application.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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