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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6985 results found

  1. In the "My documents" section, you can see the creation date on the list, but if you use the search feature, it only shows you the "modified date" and doesn't give you the option to see the created date. i wouldn't mind a whole separate option for it or still being able to change the modified date column to the created date column. Sometimes we are looking for patterns with templates failing or getting stuck in draft from our API and it's more helpful to see the created date then it is the modified date.

    1 vote

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  2. Would love to be able to integrate directly into Click Up to create tasks from accepted documents AND attach the document to the task. Would make our workflow much easier, and reduce some manual processes.

    1 vote

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  3. HubSpot deal is created automatically once a document is completed

    3 votes

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  4. Ability to set a primary owner of a workspace different than the Account Owner

    9 votes

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  5. There is currently no redlining/suggestion feature available for Pricing Tables (only regular tables). Currently, recipients can only "Add a comment" to the pricing table.

    Clients being able to directly make suggestions in the pricing table fields, the same way they can for text content, would greatly improve closing speed and recipient experience.

    3 votes

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  6. Poder actualizar las tarifas de precios sin tener que descargar todos los productos del catalogo. Tener seguimiento de fechas de actualización de tarifas y fecha de entrada en vigor de una tarifa.

    English:
    Be able to update price rates without having to download all the products in the catalog. Keep track of rate update dates and the effective date of a rate.

    1 vote

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  7. Payment integration with GoDaddy

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. Enhanced Tagging System

    Overview:

    Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.

    Key Features:

    Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.

    Template-to-Document Tag Transfer: Tags…

    2 votes

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  9. Do you plan to add WORDLINE/INGENICO payment support ? It's a European leader.

    1 vote

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  10. Add Assets to the objects supported by the SFDC integration.

    2 votes

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  11. Customer would like the ability to extract data from the actual content of the document

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  12. create a link for collecting files from clients

    2 votes

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  13. Sender receives the completed PDF but the other recipients do not

    2 votes

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  14. Ideally would like the mobil app to match the functionalities that are available on the browser in terms of creating & editing documents that would be sent for signature

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  15. Right now, duplicating a document that has content via content placeholder with conditions will copy the original content library item brought in, even if changes were made after it was added to a document. This request is for the ability to duplicate a document with changes that were made to the CLI after it was brought into a document.

    2 votes

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  16. ConvertCalculator integration

    2 votes

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  17. embed payment link

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  18. We would like to have different document names so that so my title will be like ABC - docs for signature and docs file name will be 2024_04 ABC - appt of secretary

    2 votes

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    • Will allow the sender to disable notification once the document got completed
    13 votes

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  19. Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.

    3 votes

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    2 comments  ·  Forms  ·  Admin →
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