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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7017 results found

  1. 1 vote

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  2. use variables from other objects in salesforce by default without needing look up fields

    1 vote

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  3. Add a die-cut lines around the outside, quarter of an inch for printing

    1 vote

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  4. Add questions before the form about recipient to gather data before the recipient begins filling out a form.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.

    7 votes

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  6. currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  7. 5 votes

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  8. 5 votes

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  9. 2 votes

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    0 comments  ·  Payments  ·  Admin →
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  10. 1 vote

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  11. Subsection in the pricing table

    1 vote

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  12. Modify Billing notification on payment subscription

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. 1 vote

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  14. 1 vote

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  15. list report of who downloaded the document or list report about the downloaded documents of a user

    9 votes

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  16. Do not send a form to the first recipient unless it is signed by all the recipients

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  17. Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.

    23 votes

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  18. Use case: signer 2 is not able to see suggestions made by signer 1
    Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).

    3 votes

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  19. ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

    5 votes

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  20. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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