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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7429 results found

  1. pass Pipedrive product image to PD pricing table

    pass Pipedrive product image to PD pricing table similar to PD catalog

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Ability to filter by team in the Admin view of the Dashboard

    Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.

    So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.

    12 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  3. Ability to add signature to a completed document

    Ability to add signers to a completed document (countersign a completed document)

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  4. All automations to be available for EU Server

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Allow empty value on radio button option

    Allow empty value on radio button option

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Markate CRM

    Integrate with Markate (CRM) or create a native PandaDoc automation.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Conditional smart content for images to populate in pricing tables

    conditional smart content for images to populate in pricing tables
    Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Do not require the Type column when importing products to the Catalog

    Do not require the Type column when mass importing to the product catalog

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Reporting with all document links

    The ability to download a list with all current documents in the workspace including their links instead of going into them individually.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Set a default workspace on each Salesforce object

    we are hoping to link two different PandaDoc workspaces to the Contract tab on Opportunity and the Contract tab on Account in Salesforce.

    For example,

    Contract Tab on Opportunity -> Test1 (PandaDoc Workspace)
    Contract Tab on Account -> Test2 (PandaDoc Workspace)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Smart Content via Bulk Send

    To be able to use Smart Content with bulk send.

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  12. Export documents from ActiveCampaign to Pandadoc

    I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Document show viewed only if a signer viewed

    Ability to not have the status change from viewed to Sent when people that are CC'ed open and view the document. Have the document change status from Sent to Viewed only when the Signer has opened and viewed the document.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Deluxe Payments Platform (DPP).

    DPP payment gateway (Deluxe Payments Platform (DPP)).

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  15. Ability to keep the template currency when importing products from Pipedrive.

    Ability to keep the template currency when importing products from Pipedrive.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Signed by Me Section

    Section to view all documents I signed

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Allow approval workflow in bulk sends

    Allow approval workflow in bulk sends

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. Ability to set up multiple choice within the pricing table via API.

    Ability to set up multiple choice within the pricing table via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. Reporting: Rejection

    To be able to report on document rejection stats, examples:
    -which templates are being rejected
    -which creator
    -which approval step is it rejected at
    -how many times is the document rejected before approved

    And somewhere to view the rejection comments

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  20. Preview attachments on signature certificate

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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