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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6798 results found

  1. Ability to delete recipient uploaded content via Collect Files Field

    The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Copy/paste Smart Content from one template to another

    Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  3. 2FA via email

    Send code via email instead of using an authenticator app

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Custom role ability to create automations

    Custom roles: Ability to create automations without accessing the WS docs.

    Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Email notification of signer includes the name or email of whomever completed

    Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.

    8 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Show a document status on the downloaded PDF

    Show a document status on the downloaded PDF

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  7. [Zendesk Support] pull values using Lookup Relationships.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Guest have admin role

    Have the ability to have guests with admin roles. Such as an IT account that will not create documents

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Integration with Square Appointments

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. Recipient Status via API

    Would like to be able to see the individual recipient statuses via API instead of just status of the entire document--sent as viewed/completed

    2 votes

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    0 comments  ·  API  ·  Admin →
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  11. Mass update the setting for the expiration notification

    Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Saved Messages in Bulk Send

    Ability to pull the saved messages in bulk send feature

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Option to auto-update the documents after updating the template

    Have the option to auto-update the documents after updating the template used to create those documents

    8 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  14. Click Up CRM for automation

    It would be wonderful if click-up were a CRM automation possibility.

    https://clickup.com/?utm_source=bing&utm_medium=cpc&utm_campaign=bgs_cpc_amusa_nnc_brand_trial_all-devices_troas_lp_x_all-departments_x_brand&utm_content=all-countries_kw-target_text_all-industries_all-features_all-use-cases_clickup_exact&utm_term=e_clickup&utm_creative=_BrandChampion-03072023_rsa&utm_custom1=&utm_custom2=&msclkid=e9c43e7b88d2151e64ed5b067dc976e0

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Option to revert the transfer of document ownership

    • Will allow the user to be able to recall / revert the transfer of document ownership
    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Remove promotional window as a default workspace option

    Remove promotional banner as a default option in the settings

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. filter PandaDoc statuses in Salesforce

    filter PandaDoc statuses in Salesforce

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Able to search for the documents of a deleted user in the documents tab by 'Owner' filter

    detect the documents of the deleted user in the document filter owner

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Disable recipient download/print PDF option for a document but send PDF copy via email after signing

    Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.

    7 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Native Video Recorder in Pandadoc

    A way to record a video within the PandaDoc platform and make it available to the customer including the offer.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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