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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7251 results found

  1. 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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  2. 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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  3. 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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  4. Adding to the Journal

    The PandaDoc Notary Journal is not within Indiana state standards. Is there away you can make the journal so that this information can be added?

    This is from the Indiana Notary Guide:

    For each remote notarial act, you must enter the following information in your electronic journal:
    • The date and time of the remote notarization
    • The type of remote notarial act (acknowledgment, oath or affirmation, verification on oath or affirmation, signature witnessing, copy certification, etc.)
    • The title or description of the electronic record (document) notarized
    • The full name of the principal
    • A description of how…

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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  5. 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

    8 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  6. Ability to hide Text Boxes in editor

    An option to hide text Boxes in some proposals that has the same content but needs to hide some details

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. 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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  8. 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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  9. Ability to set the default document listing in Dashboard, Waiting for others section so there's no need to change the documents are listed.

    1 vote

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

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. 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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  12. Option to download PDFs in PDFA format

    For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).

    1 vote

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    0 comments  ·  Documents & Data Management  ·  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

    7 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

    10 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. Allow all compatible objects/tables for linked-objects

    Our (create) linked-objects API call only allows for a subset of compatible CRM objects.

    We should match all of the compatible CRM objects that our CRM AddOns are configured for.

    For Hubspot, that would be:
    * Contact
    * Company
    * Deal

    For PipeDrive, that would be:
    * People/Person
    * Organization
    * Deal

    If we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. 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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  20. Add object number and client name to the Pandadoc tab in Microsoft Team integration to simplify the search process throughout the recently c

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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