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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7439 results found

  1. show attachment via API when the document is completed manually

    show attachment via API when the document is completed manually

    https://pandadoc.zendesk.com/agent/tickets/539347

    2 votes

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    0 comments  ·  API  ·  Admin →
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  2. Stop when a form gets filled in an e-mail is sent with the same form

    When sending forms via email with the web link. When the client opens and fills in the form, it emails the same form to them again!
    Can we make it skip the step where it asks for their name and email? Or at least make it not email them the form when they provide it?"

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  3. Verification if a recipient opened an attachment to a contract

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Rippling

    Requesting an integration with Rippling to PandaDoc

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Audit Trail - Recipient Analytics - Pages Viewed

    I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, such as which Pages were viewed.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. Audit Trail - Recipient Analytics - Recipient Time Spent viewing Document

    I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.

    8 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  7. Ability to scan document from mobile app

    It would be a useful addition to be able to scan a document via the mobile app to upload to PandaDoc natively.

    2 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  8. approval workflow to be edited with Creator license

    approval workflow to be edited with Creator license

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  9. Automate calculation of volume-based fee for pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Auto fill repeating fields - signature and initials fields

    Auto fill repeating fields - signature and initials fields

    20 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. initials field - customization

    initials field - customization/personalized/modify

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  12. API - add "Required" value for fillable fields in getting template details

    "Required" value for fillable fields in getting template details

    4 votes

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    0 comments  ·  API  ·  Admin →
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  13. Pass token values from Zoho into the PandaDoc pricing table columns

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Option to turn off the Side panel with the document's pages on sent documents for recipient view

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Usage Reporting for Content Library Items

    A feature that provides statistics on usage and which templates/documents each content library item has been used in.

    10 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  16. Improve PandaDoc performance with other browsers

    Improved PandaDoc performance and better integration with other browsers - mainly the Edge Browser.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  17. [Bulk Action] Update Contacts via CSV

    Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Payment options aside from credit card in payment integrations

    Ability to use other payment options aside from credit card when payors are trying to pay via the document. Payment options such as Debit, Credit, Bank, and Apple pay or other cardless options.

    4 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  19. sign with an Apple pencil

    sign with an Apple pencil

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. conditional fields - add more fields per rule, beyond 100

    conditional fields - add more fields per rule, beyond 100 can be selected

    2 votes

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    0 comments  ·  Other  ·  Admin →
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