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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4071 results found

  1. Create a group of content added to one folder in the content library and select in to the Smart content

    Create a group of content added to one folder in the content library and select in to the Smart content

    https://pandadoc.zendesk.com/agent/tickets/517607

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  2. Salesforce Contact role additional Fields mapping

    Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document

    Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Date field MM/YY - Month/Year formatting option

    Ability to use MM/YY formatting for date fields.

    16 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  5. Ability to create custom automations on the document level

    Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. Access to document analytics via API

    I would like to be able to access the document level analytics for the recipients such as last viewed date, quantity of times viewed, time spent, and times downloaded. Most importantly is the last viewed date and quantity of times viewed. I want to be able to pull that information into my CRM and set tasks for follow up, for instance when a document has been viewed 3 times in the last month, it would then be considered a hot opportunity and a task would be autogenerated for a sales person to call.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Ability to strike through text or content.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. export document data

    export document data on waiting for signatures into excel

    11 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  9. [Bulk action] Add users in bulk to a workspace & Maintain their level of access (admin) etc.

    Would love to be able to have users that automatically have access to new workspaces or to bulk add users to different workspaces and maintain their user level (admin) across all workspaces if desired.

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. [Settings] Turn off the auto-reminders for all of the outstanding documents.

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Expand the interoperability of suggested edits ( comments ) and API

    • Add a unique identity to every comment (GUID)
      • Add all Comments to the "Get Document Details" API Payload
      • Add all Comments to the Webhook Payload
      • Add new Webhook events for when comments are added, updated, or deleted
      • Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
      • Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
      • Add features to perform bulk actions on all Comments for Resolve or Clear/Delete,…
    5 votes

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    1 comment  ·  API  ·  Admin →
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  12. hide the discount column automatically if the discount is 0%

    hide the discount column automatically if the discount is 0%

    20 votes

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    3 comments  ·  Automations  ·  Admin →
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  13. Restrict entering an email for a signature field for recipients

    Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.

    9 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts

    Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts

    6 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  15. Add new public API to download a PDF version of a Template

    From the API there is no way to download a PDF format of a Template

    3 votes

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    0 comments  ·  API  ·  Admin →
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  16. Easily identify required fields

    Make it easy to identify the Required fields over optional fields. Especially for documents that have a lot of fields within them.

    8 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. remove the owner from being copied on every notification for all licenses

    Remove the owner from being copied on every notification for all licenses

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. view value on signature field via API

    3 votes

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    1 comment  ·  API  ·  Admin →
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  19. Filter manually completed documents via API call

    filter out manually completed documents from the GET documents API call?

    3 votes

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    1 comment  ·  API  ·  Admin →
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  20. Option to hide unfilled / unpopulated variables during printing or sending the document

    Option to hide unfilled / unpopulated variables during printing or sending the document

    • Will allow the user to hide variables during or before printing the document
    31 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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