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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7325 results found

  1. Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).

    4 votes

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  2. change color of font on recipients end for filling in fields

    6 votes

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  3. 2 votes

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  4. 2 votes

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  5. Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

    5 votes

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  7. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.

    1 vote

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  9. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:

    "Active Campaign can do it with domain verification, you guys should be able to also
    DMARC records etc
    not hard
    please pass this on"

    3 votes

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  11. live web document without having to assign 'Role'

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.

    7 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  13. CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. 1 vote

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  15. 6 votes

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  16. 2 votes

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  17. 3 votes

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  18. API: List documents endpoint

    The option to show:

    1) total number of pages
    2) total number of documents

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  19. 9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Implement an ability to set up the limit for the document's payment amount for PandaDoc users. For example, I am the business owner and I have a sales rep. I don't want my sales rep to be able to send document with the payment amount > 25 000$ (because I collect amounts > 25 000% in another way)

    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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