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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6903 results found

  1. PandaDoc to Bullhorn CRM

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Additional Document List Information

    Currently the document list has Title, Status, Value, and Modified date. It would be nice if other data were available like the number of documents within the document and the number of attachments attached to a document.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  3. Ability to create a task in ClickUp for every time a Pandadoc Form is completed

    An integration with Clickup that would create a task every-time a Pandadoc form is completed ⚡️

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. Preview collected files

    We ask customers and our team to submit photos onto documents and having an image preview instead of the file name would be extremely helpful

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Abillity to have an auto reply within proposal/documents

    Abillity to have an auto reply within proposal/documents. Enabling an auto email to send out after a client submits their response to indicate please allow 3-5 days for our team to reply.

    1 vote

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    1 comment  ·  Recipient Experience  ·  Admin →
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  6. Multiple Workspace collaboration

    A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Fill in variables on the template level

    Ability to fill in variables on the template level

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. [Settings] Turn off the auto-reminders for all of the outstanding documents.

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Add Japanese as UI Tanslation

    Please add Japanese as an available language within the UI for clients. Thank you

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Hide recipient info on sent document (initials + email) from other document recipients

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Gastronovi

    Integration with Gastronovi

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. Adding table of contents on .png uploaded files

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Option for recipient to not include their physical address when making a payment

    option to remove the address for filling up for payment in payment methods

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  14. Allow signer to enter email to forward the document to after signing (single signer)

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. [Settings] turn off the expiration warning email for all of the documents that have this setting turned on.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. [Pricing table] show the the price of the line item as blank instead of zero.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. Set up the default size for the images in the pricing table

    Set up the default size for the images in the pricing table. Image automatically align in the cell in the pricing table.

    https://pandadoc.zendesk.com/agent/tickets/502063

    4 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Add signature fields in attachments added to documents

    The ability to add PandaDoc signatures in the attachments.

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  19. Make it possible for recipients to sign a document with different signatures (if there are more than one signature field assigned to them)

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  20. Option to have a notification when a recipient clicks to open a PandaDoc email (not a document, but the email itself)

    1 vote

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    0 comments  ·  Other  ·  Admin →
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