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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5360 results found

  1. Add multiple images for each item in Quote Builder at the same time

    Add multiple images for each item in Quote Builder at the same time

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Option for pop-up before deleting completed document

    Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.

    8 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  3. Jonas Encore CRM

    Jonas Encore CRM integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Date of Deletion: Be able to see the date when a document was moved to Trash.

    Be able to see the date when a document was moved to Trash.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Automation for version History

    • Will allow the user to have automation on version history
    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  6. Enable default payment app for all templates, documents and forms

    default payment app across all documents, templates and forms

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  7. Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts

    Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts

    9 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  8. Option for Email Aliases

    Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.

    15 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  9. ACH payment flow for Instant Verification

    To have an ACH payment flow (recipient guide) for instant Verification

    4 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  10. Ability to set the default document listing in Dashboard, Waiting for others section so there's no need to change the documents are listed.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Ability to pass info from Quotes in Salesforce to Pandadoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Create a deal/contact in Hubspot when a document is sent

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. Reporting feature in API

    Reporting feature in API

    get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing

    8 votes

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    1 comment  ·  API  ·  Admin →
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  14. Auto-update documents in a bundle when one of the original document gets updated

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  15. Confluence

    Integrate with Confluence to add digital signatures to Confluence pages.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Save custom Quote builder products to Catalog

    I would like to be able to save the products I've edited in Quote builder back to catalog

    11 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. [API] call that will allow customizing the recipient's view

    [API] call that will allow customizing the recipient's view.
    For example, change the color of button "Start signing".

    4 votes

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    0 comments  ·  API  ·  Admin →
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  18. Automatically stop recurring payment in Stripe.

    Automatically stop recurring payment in Stripe.

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  19. Increase the number of characters for catalog item name

    Catalog item names restricted to 120 characters

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Allow issuing Forms from API

    Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.

    This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.

    5 votes

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    0 comments  ·  API  ·  Admin →
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