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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Track last use date of guest licenses to manage them more effectively

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Recipient view: adding download and print icons to the top right

    Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
    Adding download and print icons to the top right

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  3. Ability to take a picture of signer + ID at point of signature vs uploading picture of ID

    We need a feature that allows the user to take a picture of himself at the moment of the signing vs just uploading a picture of signer's ID

    3 votes

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    1 comment  ·  Security & Compliance  ·  Admin →
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  4. Filter documents by their value

    Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.


    Please note that a solution is available at the moment (for new documents) if you create a new custom data field for the document value. More about it here.

    We're currently working on the mechanism that maps the existing Document Value to the new Data fields so that legacy document values will appear in this type of search too. Stay tuned!

  5. Report showing failed documents by workspace and user

    For a report to be available in the dashboard showing below
    1. Failed Sent Documents by Workspace and User
    2. Summary of failed documents on a daily, weekly, and monthly basis
    3. Show senders error messages of why the documents Failed

    This will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  6. margins - entire page or document/template

    margins - option to apply margins across entire page or document/template

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Superscript in Product catalog

    Option to have superscript in the Product catalog

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Resend document to approver/ "ping" or notify approver or send a reminder to approve document

    Resend document to approver/ "ping" or notify approver or send a reminder to approve the document

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  9. Ability to share a document link with non recipients

    Ability to share a document link with non-recipients

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Ability to copy an image from Excel and add it to the image block

    Having the ability to copy an image from Excel and add it to the image block without heavily impacting image quality.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Import Form Selections from CSV Upload

    If there was a way to upload the selections for multiple choice fields in forms rather than manually upload — we have one form with a ton of listings that have to be manually added & removed - being able to import a CSV list would be helpful.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  12. Duplicate document within PandaDoc panel/widget in Salesforce

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. MS Dynamics: automatic template selection based on data fields

    Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Zapier action - create a document in PandaDoc via PDF upload

    create a document in PandaDoc via PDF upload

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. manually change document status - viewed to paid

    option to manually change document status - viewed to paid

    9 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Ability to remove entire recipient groups

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Option to summarize values passed to variables and display as another variable

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Option to attach mp3 file to the document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Option to pass a value to the 'Additional Multiplier' column in the pricing table when creating a document from Zapier

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. HubSpot 2-way sync: Update Contact properties when the document status changes

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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