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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7599 results found

  1. Select which of the workspaces send notifications to Slack

    2 votes

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  2. 2 votes

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  3. Ability to have a blank version of the document, like a "preview " as if the variables were not filled.

    2 votes

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  4. We would like to be able to use Bulk Send with the Send via SMS feature.

    24 votes

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  5. To download the CSV file for one form response, not for all responses from one form

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.

    3 votes

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  7. At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.

    The feature request is to be able to set up the automation for documents which are not created from templates.

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. Pull in the newly linked contact to the document that was already created and now linked on the opportunity without retyping the name

    1 vote

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  9. Each document within that folder is made of several. Currently, when is it complete and it is downloaded, it separates each component of the 1 document into many. I expect a single PDF file for all documents within a bundle when downloading them in a batch.

    1 vote

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  10. Rooms: General Room chat feature for room members
    Allow all room members to communicate about action items in a general space within the room outside of a document. Allows vendor and customer high level visibility.

    7 votes

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    1 comment  ·  Rooms  ·  Admin →
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  11. Not able to remove or change the wording of the pop-up that appears when recipients open a document that says complete and pay. (What if they don't want to complete and pay? They need to review the proposal first.)

    1 vote

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  12. The option to link PandaDoc documents to Zendesk Support.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status

    4 votes

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  14. Option to set different font for different headings in the design section, for example, we may use Montsterrat for H1 and Roboto for H2

    4 votes

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  15. Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    15 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Option to Upload Editable Word Documents with Preserved Comments

    3 votes

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  17. Ability to adjust the installment dates after the document has been sent

    3 votes

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  18. We need to see the auto-reminders too, the way they are sent to the recipients

    1 vote

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  19. Integrate with EngageBay CRM

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.

    1 vote

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