7481 results found
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5 votes
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5 votes
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PandaDoc delivery email shows who else is on the PandaDoc from within delivery email
When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.
10 votes -
contract text to update with the appropriate language based on the option the user selects
contract text to update with the appropriate language based on the option the user selects
2 votes -
4 votes
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ACH Authorize.net payment via PandaDoc in Ev2
Add the ability to process payments via ACH Authorize.net payment gateway service.
24 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
21 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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MailChimp
Integration with MailChimp
9 votes -
notify when a change to the document is made
notify when a change to the document is made
3 votes -
4 votes
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an ability to see the duration of a contract on a document as a pop-up
an ability to see the duration of a contract on a document as a pop-up
1 vote -
7 votes
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custom role should be able send the document without needing to edit it
custom role member should be able send the document without needing to edit it
2 votes -
1 vote
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CRM Product fields are passed over tokens/variables
Products from Hubspot can be passed not only over pricing tables but also in the documents itself
23 votes -
Disable sending PDF attachment of the completed document to the document owner.
Disable sending PDF attachment of the completed document to the document owner.
3 votes -
Pull Salesforce documents under Notes&Attachments into PandaDoc
Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments
2 votes -
Text search option - Sort by folders
An option to search a specific word and sort out the results by folders.
3 votes -
1 vote
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Prepopulated date field option, Allow user to preset their default font options for account & app update to allow allocating signers
add an option to insert a date field that will prepopulate the date for a signing date, update and allow users to preset their default font options for each account to safe having to alter everytime a new document is opened. the current default font Georgia does match any other basic document programs default something like Arial or calibri are defaults in MS Word and Adobe DC you should be trying to have default the same as other programs so file blend better and then have options so users that want a different font for some reason can change it…
1 vote
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