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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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    1. It would be great to receive a notification from BambooHR as a reminder when the record is created since we have to manually add more information.
    2. The Information that can be pulled into the employee record in BambooHR from the PandaDoc document are too little compared to the many others we have to manually add. It would be great to have more info automatically added
    2 votes

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  1. 2 votes

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  2. Prevent/ block recipients from screenshotting documents

    1 vote

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  3. Customer would like the option to be able to assign or change payer after the document has been sent

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Ability to pass products from multiple Salesforce objects to a single document.

    5 votes

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  5. Inbox: Mark all as read at once

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Documents are not able to be downloaded via PDF if there are blank pages in the document. This requires the document to be put back into draft status, edited, and re-sent for signature.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Option to view all documents' expiration date in a separate column on the Documents tab (different from the Expiring soon tab)

    3 votes

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  8. 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.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  9. Customer would like to have the ability to upload different signatures in their profile

    4 votes

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  10. Option to generate in-person signing link via PandaDoc API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  11. Update document value if specific radio button is checked

    4 votes

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  12. 2 votes

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  13. Allow empty value on radio button option

    2 votes

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  14. Integrate with Markate (CRM) or create a native PandaDoc automation.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. conditional smart content for images to populate in pricing tables
    Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.

    2 votes

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  16. Do not require the Type column when mass importing to the product catalog

    2 votes

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  17. The ability to download a list with all current documents in the workspace including their links instead of going into them individually.

    2 votes

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  18. Ability to create contacts with the same email address but different details

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  19. I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.

    2 votes

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