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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6612 results found

  1. Sort Template folders when creating a document from a template view.

    Folder View on Create 'New Doc' fly-out. Add a 'View' option set of buttons to sort/view Folders (will improve organization of folders alphabetically, numerically, etc.)

    Similar to how Templates has a View option (List/Grid)

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Reminders set in hours

    Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    8 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  3. [Bulk Send] ability to send different content to each person

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. API - api key access for all users and not user-specific

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. To have the ability to edit a completed document from the recipients view.

    To have the ability to edit a completed document from the recipients view.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. be able to access the products in your pricing table from the product catalog using the PandaDoc app.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. Export product catalog where items are on the separate pages for each category

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Export product catalog in different formats (PDF, Excel, etc.)

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. Send multiple templates to multiple recipients within one click

    Send multiple templates to multiple recipients within one click similar to how you're able to send multiple documents within one click

    1 vote

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    0 comments  ·  Esign & Notary  ·  Admin →
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  10. Bilingual Contract Template

    All our contracts are bilingual. It would be great to have a bilingual contract that divides up the page into two even sections.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  11. allow duplicate recipients in bulk send

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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  12. Pandapay

    Integration with PandaPay payment gateway

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Fix Bug: Number formatting wrong in PDF export

    When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
    The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
    Please fix this issue.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Monthly Recurring Revenue token in HubSpot

    Option to have Monthly Recurring Revenue token in HubSpot

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients

    Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients

    https://pandadoc.zendesk.com/agent/tickets/455389

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Two separate Authorize.net Accounts

    Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Auto-assign Fields when uploading a PDF with Field Tags

    At this time, when uploading a PDF and using Field Tags, the user is asked to assign a recipient when uploading the PDF and then click 'Assign All' to assign the recipient to all of the fields. Can it be possible to have the fields auto-assign and not have to click 'Assign All'?

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. My Robin Payroll

    Integration with My Robin Payroll

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Pass cost with Hubspot product mapping

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. text fields included in Reporting

    2 votes

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    0 comments  ·  Other  ·  Admin →
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