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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4072 results found

  1. Pass field values to PD Contacts

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. Hiding documents from Inbox

    Not deleting them

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Ability to choose if a signature is to the left, centered, or to the right aligned.

    Ability to choose if a signature is to the left, centered, or to the right.

    9 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Edit contact in the document

    ability to change the contact's name in the document

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  5. [Signature field] create an option for the recipient to sign every field / Disabling auto copying of first signature

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  6. Notification when you force Send a Reminder

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Add a link t a document that will trigger some action in Pipedrive when a user clicks on it

    I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Default value for dropdown

    4 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  9. PDF Portfolio files to be supported by PandaDoc

    At the moment we don't support PDF Portfolio file upload in PD documents.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. send different email messages to the recipients who are signing the same document

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. if expiration is over 180 days out, it won't be included in reporting.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Notification only to a Specific Template/Document

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. customize the outgoing message based on template

    customize the outgoing message based on template

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. API get signature details

    For reporting I want to be able to report on when each recipient signed the document vs when the document was completed by each recipient.

    2 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  16. Approvers outside of PandaDoc

    Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.

    6 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  17. Stop auto-population of recipients in Salesforce

    Ability to disable the auto-populations of recipients in SFDC

    9 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  18. Justworks

    Integration with Justworks.

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. Option to have a recipient to sign the document and forward it to another signer with saved field values

    Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.

    29 votes

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    Idea  ·  3 comments  ·  Recipient Experience  ·  Admin →
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  20. Tokens working in embedded template

    tokens for template embedded

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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