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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6302 results found

  1. The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.

    2 votes

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  2. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in…

    2 votes

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  4. Keep the formatting when importing from Google Drive

    3 votes

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  5. It would be great to have a similar feature same as Bulk Send but :

    "*** Have the capability to send multiple single page document to Multiple unique recipients**"

    2 votes

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  6. 2 different stripe accounts to 1 panda doc account

    3 votes

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  7. Customer would like to link the document to Quote record in SalesForce

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  9. 2 votes

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    1 comment  ·  API  ·  Admin →
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  10. manually change the document status from completed to approved

    2 votes

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  11. When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.

    2 votes

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  12. The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count

    2 votes

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  13. The ability to utilize the link field feature i.e when templates/documents are bundled together.

    8 votes

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  14. 3 votes

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  15. The ability to not have to edit documents with page break altering the content if passed the line. Overall, having a less restrictive editor and format so that documents do not break if page break line is crossed.

    3 votes

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

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  17. card and electronic check payments via PayPal

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  18. Change field background color

    4 votes

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  19. It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.

    5 votes

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    0 comments  ·  Payments  ·  Admin →
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  20. when sending the document - display option to "refresh the table of contents"

    similar to when you send a document with variables empty - you are notified.

    Please either automatically "refresh table of contents" or prompt to notify asking if use would like to Refresh.

    3 votes

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