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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5389 results found

  1. Scan for Automatic Renewal Date

    Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Linking the contact role in D365 to the role on the template

    Linking the contact role in D365 to the role on the template

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Internal notes or comments on a document/template

    We would like to have an internal note on a document

    16 votes

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    6 comments  ·  Documents & Data Management  ·  Admin →
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  4. ability to allow suggestions for specific sections within a template/document

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Document approval defaults for all documents

    I want 100% of the document going out to be approved.
    I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.

    8 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. Add the option to prompt the CC recipienst to view the document

    is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Zendesk Sell Show Lead Documents After Conversion

    Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  8. Document analytics for content blocks - marketing

    Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. No need to assign a specific payer/payers on a document

    Anyone with access to the document can pay an assigned amount
    No need to specify the payer's email address

    4 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  10. Ability to type in a date field

    It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.

    It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.

    6 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  11. send the document to recipients first before sending for approval

    send the document to recipients first before sending for approval

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  12. Customize Left and Right Border for Page

    Enable a left and right border like the header and footer that allows for customization of the left and right border in addition to the header and footer. Allow for images and bars to frame the page.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Ability to toggle auto-filling of information within pricing tables

    1 vote

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  14. remove the grey pic of an image block if the image hasn’t been added in pdfs

    Ability to remove the grey pic of an image block if the image hasn’t been added in a downloaded PDF

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. view/access the document after expiration

    Recipient should be able to still view the document after expiration

    8 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Ability for Approvers to Edit During the Document Approval Workflow Process

    I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
    Current Steps:
    1. Receive doc for review
    2. Review - while reviewing you see a necessary change
    3. You must click "Edit Document" and make your desired edits
    4. I then have to resubmit for review
    5. Review
    6. Approve

    As a reviewer role, I should be able to edit the document within my review and approve all at once which would…

    78 votes

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    6 comments  ·  Approvals  ·  Admin →
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  17. Pricing table "enable quantity editing" set as required field

    Pricing table "enable quantity editing" set as required field

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Upload pdf within content blocks

    Would like to upload a “pdf” in the middle of content blocks

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Automatic check box in pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Select multiple text boxes to cleanly copy/paste into Word or Outlook

    Select multiple text boxes to cleanly copy/paste into Word or Outlook

    (originally spoke to Raena Aniban on support)

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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