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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7336 results found

  1. 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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  2. 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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  3. 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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  4. conditional rule for text field

    conditional rule for text field

    12 votes

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    1 comment  ·  Other  ·  Admin →
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  5. 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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  6. Superscript in Product catalog

    Option to have superscript in the Product catalog

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Bulk send: Allow to use the same email address for different recipients if other data differs

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  8. 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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  9. 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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  10. MS Teams: all users' notifications

    Option to see all users' notifications from all workspaces within MS Teams

    2 votes

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    2 comments  ·  Integrations  ·  Admin →
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  11. Duplicate document within PandaDoc panel/widget in Salesforce

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. 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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  13. Automations for Salesforce CPQ

    Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. Automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    5 votes

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    1 comment  ·  Automations  ·  Admin →
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  15. 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.

    17 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. 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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  17. Ability to remove entire recipient groups

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. 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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  19. Option to attach mp3 file to the document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. 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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