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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7009 results found

  1. Ability to pre-populate signature field with the client's signature so when they receive a document they only have to select their signature

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  2. Ability to automatically mass-update custom product fields in templates and library items

    1 vote

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. download graphs in the reporting tool

    https://app.pandadoc.com/a/#/reporting/workflow-overview

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Link a PandaDoc document to a Pipedrive deal via Zapier.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Stripe: Prevent Doc Sender from Sending Doc with Themselves as the Assigned Payer

    Prevent users from sending a document with the Stripe payment app if the assigned payer is the same email as the document sender.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  6. Customize SalesForce PDF trigger

    Possibility to auto-link PDF to the object you create the document from and other objects linked to the parent one.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Legal advising software

    Integration with Legal advising software to help with agreements

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Refresh Document Status in Inbox

    Status of document under Inbox does not automatically update/refresh once a document has been signed already. Since the behavior of your app is, it will open a new window to display the doc for signing. Is it possible that upon finishing the esigning process, it will also refresh the inbox page. Pls see below steps to further understand what the user wants to happen.
    Steps:

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  9. Select default window in PandaDoc: Make Inbox pop up first when logging in

    Wants to have the Inbox pup-up first everytime a user logs in to his/her PD account, instead of the dashboard.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  10. Log email reminders to Salesforce

    Templates are setup to send reminder emails to customers. Is it possible to log those email reminders to Salesforce?

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. Option to write in content with a digital pen that converts into text

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. set up a condition with which there will be no invoice generated in Xero once you manually close the payment with PandaDoc.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  13. Customize signature certificate design

    Option to add approval info to the signature certificate, for example, "Read and approved"

    53 votes

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    7 comments  ·  Security & Compliance  ·  Admin →
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  14. Option to have the signature appear with a frame around it with the transaction ID number.

    Option to have the signature appear with a frame around it with the transaction ID number.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  15. Remove users via SSO

    Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    12 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. The ability to map a discount set in a flat amount for a Text field with Hubspot.

    Right now -- only percentage values are mapped per the help center article, not discounts set in a flat amount (for example, $1).

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Multiple selection for radio buttons: Enable multiple optional items in Radio Buttons to be able to choose as many options as needed

    To have the radio button field to have multiple optional item like the pricing table sections.

    31 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Too Many Clicks

    There is way too much clicking required for the salesperson to enter in fields. We have to click the field to get it active and then double click to edit. Its death by a thousand clicks. Also, there is no "tab" function to tab to the next editable field. We'd like to see the user experience improved by fewer clicking (go straight to edit mode) and ability to tab to the next fields.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  19. Confirm with the client before we charge them when switching to paid plan after trial

    Confirm with the client before we charge them when switching to paid plan after trial

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  20. System will fill out automatic HEX code

    System will fill out automatic HEX code

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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