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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7617 results found

  1. 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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  2. Template recommendation

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  3. 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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  4. 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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  5. 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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  6. recognize field tags with underlines. EV2

    1 vote

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

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. 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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  9. 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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  10. 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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  11. "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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  12. [Reporting] Salesforce Activity

    Salesforce reporting feature with PandaDoc integration.

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  13. 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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  14. Dropdown field: Image as option item

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. 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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  16. Create Documents in Mobile Application Without Assigning Roles

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  17. separate logo for every e-form

    Would like to have an option to set up logo for specific e-form not for the whole account/workspace

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Ability to connect a Proprietary video platform

    integration with proprietary video platform

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. Localization/Recipient view in Polish

    Change the recipient view language to Polish (as was available in within Classic Editor)

    5 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  20. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

    Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…

    50 votes

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    3 comments  ·  Integrations - HubSpot  ·  Admin →
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