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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7235 results found

  1. Conditional logic for Qoute Builder

    Will allow the user to set conditional logic for Qoute builder

    18 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Download Reporting as PDF

    Ability to download the reporting as PDF or link that is viewable to others.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Option to upload Keynote documents and make them editable

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Override MS Dynamics date variable settings with PandaDoc date settings

    Override MS Dynamics date variable settings with PandaDoc date settings

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. The option to split payment between recipients.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  6. Ability to put signature field inside the text block and not just on top of it.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Update a document with values from PipeDrive after the document has been sent

    Update a document with values from PipeDrive after the document has been sent

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Option to see who completed the document from the document list

    The client would like to see who exactly had completed the document because the status shows as "Viewed" until everyone has signed it. They wanted this information to be visible without opening the analytics, just from the document list.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Increase recipient limit

    Increase limit of 50 recipient

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  10. Edit or make revisions on a certain document without affecting it's status

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. Allow Bulk Send to send multiple documents to the same email

    I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    29 votes

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    3 comments  ·  Other  ·  Admin →
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  12. Change the text on volume-based labels

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Salesforce automation

    we are looking at expanding our use of PandaDoc and were thinking about using the system to send our Surveys/Feedback forms.
    If the survey has a positive feedback (would define a specific criteria for that), is it possible to automatically create a new Opportunity from this survey? Or is it limited now to only UPDATE an existing opportunity status based on the documents status?

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Conditional Smart Content: when the specified conditions are met, all added items should be displayed on separate pages

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. GreytHR

    It would be helpful for cross team collaboration to have GreytHR integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. EU Server integration with Make tool

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Option to turn off the auto-population of Type signatures with the email address if the First and Last names weren't provided.

    4 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Ability to add a phone number used for recipient verification to the signature certificate.

    Ability to add a phone number used for recipient verification to the signature certificate.

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  19. MS word feature [excess text will go on next page]

    MS word feature [excess text will go on next page]

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Ability to adjust table row height

    Ability to adjust table row height

    13 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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