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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7351 results found

  1. Identify which documents are still waiting to be signed and email it as a report automatically

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. alert the creator of a document that it is still waiting for a signature after like 48 hours

    2 votes

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  3. 2 votes

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  4. 4 votes

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  5. 1 vote

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  6. 1 vote

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  7. 2 votes

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  8. Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?

    1 vote

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  9. The customer would like to be able to edit pricing table images from the catalog from within the document.

    5 votes

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  10. Allow multiple themes when documents are bundled.

    20 votes

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  11. 2 votes

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  12. By default the document is set to be sent from the document creator, I want to set all the documents to be sent from account owner

    1 vote

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  13. Auto update fields data in PandaDoc once Zendesk is updated

    1 vote

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  14. 1 vote

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  15. 3 votes

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    0 comments  ·  API  ·  Admin →
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  16. Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.

    17 votes

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  17. Option to disable change status of documents for non admins roles

    • will allow the Admin [Owner] to disable the feature from non-Admin user role.
    2 votes

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  18. When a Panda Doc file is created from an Opportunity record, create SFDC Contract

    2 votes

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  19. Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.

    1 vote

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  20. It is sometimes important to be able to highlight specific elements within a single image. The ability to add a pointer (numbered), that corresponds with a list that details each numbered pointer would be very valuable.

    The attached image would demonstrate a method of doing this.

    4 votes

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