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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7636 results found

  1. Document warning message: when you edit document make the warning message more visible (red) and indicate you cannot retrieve it

    when you edit document make the warning message more visible (red) and indicate you cannot retrive the signed document

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  2. Allow first signer to add another recipient on the document to sign

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  3. Volume-Based Pricing in Catalog Upload/Download

    Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).

    With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.

    16 votes

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    2 comments  ·  Usability Improvements  ·  Admin →
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  4. Auto numbering for content library items

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. Export specific data from Reporting, based on filters

    Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    15 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  6. Ability to apply logo only on certain pages

    apply logo only on certain pages

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. 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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  8. Ability to automatically mass-update custom product fields in templates and library items

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  9. 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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  10. Link a PandaDoc document to a Pipedrive deal via Zapier.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. 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  ·  Quote to Cash  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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  ·  Quote to Cash  ·  Admin →
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  19. 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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  20. 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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