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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7436 results found

  1. Option to embed a form directly into an email, allowing the recipient to access the form without leaving the email.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. support Wordpress video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    2 votes

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  3. Generate editable documents in Slack similar to how a CRM integration works.

    1 vote

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  4. Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.

    12 votes

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  5. Have an option to assign only several fields to the role when create document from PDF with form fields via API. Currently all fields need to be assigned to the role (recipient).

    1 vote

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    0 comments  ·  API  ·  Admin →
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  6. Ability to set up a Default view for the Catalog, that way user can set up their own view and customize it to their liking so that it would show up the same every single time, they want to customize it by name or by item, item description, region, etc.

    1 vote

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  7. Ability to configure a dropdown field and save it as a content library item to add to documents and templates for future use.

    4 votes

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  8. Have a content block that allows customers to connect to reviews websites (G2, Gartner PeerInsights, Google, etc), filter by their business and have content dynamically appear in documents according to certain rules (eg. no bad reviews). Something like what this vendor is offering: https://elfsight.com/widgets/

    1 vote

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  9. Automations for Xero

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Option generate session ID for document in Waiting for approval status

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  11. 2 votes

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  12. The option to reconnect/transfer all the PandaDoc documents from the Pipedrive deals to Hubspot deals.

    1 vote

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  13. ability to provide tally for Forms if used as a Survey

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.

    5 votes

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  15. PandaDoc integration with Copper Mobile App

    1 vote

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  16. This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.

    Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.

    Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. The ability to use a different email per workspace within an account.

    8 votes

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  18. The ability to control the statuses of the documents that are visible in Home (Actions required / Waiting for others / Finalized). F.e. the user should be able to remove Expired/Declined documents from the Actions required view if those are not needed.

    2 votes

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  19. When a document is declined by one recipient, all other recipients should still be able to access the document.

    2 votes

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  20. The option to choose the Maldivian Rufiyaa (MVR) currency in the PandaDoc pricing table.

    1 vote

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