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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7358 results found

  1. Ability to integrate with SecurityTrax

    3 votes

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  2. Sending PandaDoc's in bulk with verification code

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. The client is using our Reporting feature regularly sending out the running numbers for his team. He wants to create a graph showing the numbers of his sales rep if they've achieved their target for X month and compare the supposed target to their running numbers when it comes to creating and sending out the doc to their clients along with the doc dollar value.
    This would help him not to create the graphs in Excel and or do this on a manual process from time to time.

    1 vote

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  4. We have clients who don't provide us with any of the emails of the enrolled participants in our program. However, we need them to sign our documents. DocuSign has a feature that solves this (PowerForm) that I have used previously.

    3 votes

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  5. Sender receives an email containing the collected files (from the collect filed field) once a recipient has completed their document

    2 votes

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  6. We would like to be able to mass update Content library items in tables

    2 votes

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  7. bookmark a page or content of a document similar to Word

    2 votes

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  8. Option to automatically require "Approval" if certain items from the Content Library are added to a document.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  9. Customer would like the fields to auto place in the table and will perfectly fit

    1 vote

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  10. LeadConnector native integration.

    3 votes

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  11. 3 votes

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  12. Option to pull products from the Quote object in SFDC that has Quote groups into the pricing table sections automatically

    3 votes

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  13. Ability to view document pages beside each other, like in Word

    2 votes

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  14. The ability to make the 'fee' an optional selection on the pricing table

    3 votes

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  15. The customer is looking for generic forms that don't display the name of the person who created them on the email notifications that are sent out.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. We'd like to be able to bulk import data to a table

    2 votes

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  17. Automatically assign approvers to a template based on the currency of the template

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.

    11 votes

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  19. 1 vote

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  20. to put a check box on a form, that when the check box is selected, it will require a signature.

    1 vote

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