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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7017 results found

  1. Manually changing document status in the MS Dynamics iFrame

    Manually changing document status in the MS Dynamics iFrame

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Preview document before sending

    42 votes

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    11 comments  ·  Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. Data on best time to send documents

    Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Ability to export selected PDFs from multiple searches in a single batch

    Ability to export selected PDFs from multiple searches in a single batch

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. direct a new document with the transfer data option into the folder the initial document was created in

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  6. Time Block

    Time Block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. White label email for reminders as well (not just initial email and expiration email)

    White label email for reminders as well (not just initial email and expiration email)

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. CardConnect

    Ability to use the CardConnect payment gateway

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. have a PandaDoc documents status show in Monday.com

    have a PandaDoc documents status show in Monday.com for a particular row based on an email address

    12 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Specify location to save document

    option to save completed document on different location of device rather than a default location of downloads

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Option to enable to see the recipient on the inbox

    Option to enable to see the recipient on the inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. Option on Mobile App to add Blocks

    Option on Mobile App to add Blocks

    7 votes

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    1 comment  ·  Mobile  ·  Admin →
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  13. Assign one email address to 2 different roles

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  14. Ability to allow replacing email body content with HTML snippet through API

    Need the ability to replace PandaDoc email body content with HTML snippet through API. currently, the email body is customizable with only plain text.

    5 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  15. Document value for content library items

    Ability to set the Document Value in a Content Library

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Send a notification to the PD user when someone makes a payment via a PD payment gateway.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Image Block as background image

    Being able to set an image block as a background image

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Granular Notification Settings for Forms initiators and workflow receipients

    Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

    Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

    If this is…

    9 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. delete recent templates from document wizard

    option a delete recent templates from document wizard

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Greek / French / German bank transfer through Stripe

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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