7660 results found
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Draw block on documents and templates
A block which allows to draw in it; a function to draw images in the templates/documents.
5 votes -
Ability to overlay image into a video block
Ability to overlay image into a video block
1 vote -
RouteOne
We use RouteOne for our purchase processes - purchasing & financing for our dealerships. Things would be more efficient if PandaDoc integrated with the system.
1 vote -
DealerTrack
We need PandaDoc to integrate with DealerTrack which we use to connect dealers with lenders.
1 vote -
Notification of document being viewed after document completion
Goal: With the focus on retention, it's more valuable than ever to know whether a customer/client is considering cancelling/ending the contract. One strong indicator of that is if they view the pandadoc weeks/months after signing it.
Solution: Create a trigger within zapier or make.com when a document is viewed with the ability to filter for documents that have been completed by all participants. This will allow the document creator to be a step ahead in terms of knowing whether a client/customer may be considering ending the contract.
2 votes -
Template Activity Tab
See activity of the template just like on documents. In this case, a template was deleted and the account would like to be able to see who did it.
6 votes -
Bulk upload of documents automatically converting to templates
- Will allow user to mass upload of document to template
1 vote -
4 votes
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The ability to sign up with any email not only a business email with the custom domain
When you sign up, you can use any email not only the business email with the custom domain.
4 votes -
1 vote
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Mass Import Users via CSV
Have the ability to import new Users via a CSV
2 votes -
stop receiving email updates when people joins pandadoc
receiving email updates when people in my company joins panda doc
2 votes -
Generate a template link
An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.
6 votes -
Cloze CRM
Integrate with Cloze CRM to automatically generate contracts
1 vote -
Automatically reattach the signed docs to leads profiles when switching to a different CRM
PandaDoc to automatically reattach the signed documents to the leads profiles upon switching to a different CRM. (for example: there are documents attached to the Hubspot leads, and those attachments are to be automatically transferred to the respective leads in the new CRM, for instance, Salesforce.)
1 vote -
Export the list of expiring soon documents
Option to export the list of expiring soon documents
2 votes -
Option to show tha IP address on the document
Will allow the user to Add the IP address or auto opulatye it using variables
1 vote -
Option to view documents from removed/archived Workspace
Option to view documents from removed/archived Workspace
1 vote -
PandaDoc Notary via PandaDoc mobile app
PandaDoc Notary via PandaDoc mobile app
7 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Option to manually notify the sender of document completion
Would like the option for the recipient to manually notify the sender of document completion.
2 votes
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