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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6440 results found

  1. Ability to set a default document name when creating a document from a template.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Send a document via email after it has already been shared via a link, without needing to revert the document to Draft mode

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Option to subtract the fee from the total, rather than adding it to the price

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. Ability to recover deleted folders

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Document Delivery: SMS and Email

    The ability to send documents both via SMS and Email at once.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. automations - get credit card details and transfer details to a new template

    get credit card details from recipients without charging any amount and transfer details to a new template

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. The "All Documents" / "Created by me" view should display the name of folders where the documents reside

    The "All Documents" view should display the name of folders where the documents reside.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  8. Radio buttons field: ability to adjust the field size.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Pull several tokens into one merge field

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. Option to add metadata to documents not using API

    Ability to add metadata to documents created from templates using the PandaDoc editor.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Send document via Text (SMS): ability to consent to receiving documents via SMS by typing 'Start'

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Setup recipient verification via SMS in case you send the document via SMS

    Option to setup recipient verification via SMS in case you are sending the document via SMS

    1 vote

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    0 comments  ·  Esign & Notary  ·  Admin →
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  13. Recipient can regenerate a document

    The recipient can't regenerate a link when it's no longer available. At the moment if i go to an expired pandadoc session i just get a "not found" when i would like my user to have the option to regenerate a session (to see or sign the document).

    I guess that you don't have such an option but you'll see in my previous message attachment how yousign handles this use case and how you could implement it.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  14. Have the option to add one person as a CC to all of the documents

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Add custom templates to the Template Gallery

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  16. New Connector App - envisionLXPJ - Promote your Integration Partners - Help Launch their products

    We need help from PandaDoc.

    We would love PandaDoc to profile us and create awareness of our new Connector App, like you recently did in your article named What’s New in PandaDoc: New CRM syncs, Smart Forms, and more

    Envision Digital Pty Ltd is a long-term Certified Partner of PandaDoc. We are based in Perth, Western Australia. We have built and commissioned a self-funded a global Multi-Connector App called envisionLXPJ. PandaDoc is used in all 3 multi-integrations.

    envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

    Our Multi-Connector App integrates the following:

    1. Integration 1 - Lead Gen & CRM (Formerly SharpSpring) with PandaDoc. This automated…

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Providing Awareness of envisionLXPJ - A Multi-Connector App between Lead Gen & CRM and PandaDoc, PandaDoc and Xero and PandaDoc and Jira

    envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

    This integration is completed and ready to go!

    3 Key benefits

    1. Integrates Lead Gen & CRM and PandaDoc. CRM directly automates sales proposals. More time for salespeople to sell!

    2. Integrates PandaDoc with Xero - We are the first to develop an integration where PandaDoc can create draft invoices in Xero!

    3. Integrates PandaDoc with Jira - Pandadoc can setup new projects in Jira

    envisionLXPJ

      It is a Global Multi-Connector App between Lead Gen & CRM (Constant Contact), PandaDoc, Xero, Stripe and Jira.

    Unique

      First time that such an integration has been built globally. Data provided…

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. SMS open analytics - determine if the recipient prefers SMS over email or vice versa

    SMS open analytics (determine if the recipient prefers SMS over email or vice versa)
    Helps identify demographics of recipients that prefer one over the other to increase open and complete rate.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  19. Metrics and reporting api (Status and Document Analytics)

    API document by status - drilldown to identify the document for follow up
    API document analytics
    Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
    example: how many documents are opened but not complete
    example: data on time it's been open and not signed/completed.
    have drilldown into the document to follow up with the recipient to move the document to complete

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. If a recipient chooses one specific field, remove the ability for them to sign other associated fields

    If a recipient chooses one specific field, such as initials one field on the document, then they would no longer be able to fill in other fields that are associated. Maybe the other fields would then be grayed out. Basically, they would have to choose between signing one field or the other field, and the one they do not choose will no longer be accessible. This can technically be done with radio buttons and drop-down, however, we would like to see this capability with other fields such as the initial field.

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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