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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6688 results found

  1. Bulksend report

    Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. Reduce Size of Video Block / Change video aspect ratio

    You should be able to reduce the size of a video block

    9 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  3. Save CC details via payment app

    The option to save clients' CC details via payment app (payment block).

    9 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  4. Set recipient name after it's in Sent status

    Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Automatic notification to check the document before sending it (after it's approved)

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  6. Locking the approved document to prevent accidental changes

    1 vote

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  7. Automatically update the product catalog when the bookkeeping is updated

    We'd like to automatically update the product catalog, to make sure it matches with our bookkeeping

    3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  8. 2-way synchronization with Copper

    2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Keep Content Library item settings the same when inserting into Document

    When uploading a Content Library item, the settings for the content item should remain the same, and not automatically be adjusted.

    4 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  10. Support Worldpay payment gateway

    so we use world pay
    we cant link that to your app

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Attach PDFs to Accounts in Salesforce When Creating From Opp

    When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. mass check documents that are being sent out of bulk to know if any of them differ from the original template

    mass check documents that are being sent out of bulk to know if any of them differ from the original template

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Link list for the template

    The option to have just a list for every template where you just can see the links and the emails assigned to it, and create new links in that list. Because right now you always have to create a document ,have it loaded in front of your eyes though it is always the same and then create your link/email.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. Add a message about a reminder's successful delivery

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. change recipients like in ev1 for ev2

    4 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  16. change color of font on recipients end for filling in fields

    change color of font on recipients end for filling in fields

    5 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  17. Save CL items as docx docs

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. EV2- Automatically show chatbox section upon opening the document

    1 vote

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  19. Java Script in the document

    The option to put Java Script into the document (to create a 3D image for example).

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Automatically update the number of seats

    Automatically update the number of seats according to the number of users. Specifically:
    *delete a seats when a user is deleted from all the workspaces (at the moment 15 Sept 2020 the seat is only automatically added when there are no spare seats and a user is invited)

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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