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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7033 results found

  1. I would like the ability to report on how many contracts have been sent vs. signed each month. I know we have access to a dashboard within the PandaDoc platform, however we would also like to have access to a PandaDoc dashboard with our Salesforce integration

    4 votes

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  2. when logging in and you entered an email that has no account, the system will prompt when you there is no account registered for that email address instead of a prompt that an email has been sent when using forgot password link

    2 votes

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  3. Be able to link with Free Agent

    3 votes

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  4. We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  5. The current Video workflow requires you exit Panda doc to search for a video url, then copy paste.

    It would be far easier to search YouTube from within Panda doc.
    If you could limit the scope of search to a specific account even better.

    1 vote

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  6. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. create sub account for another user under the current active account and that user should not be able to view older documents signed

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Can we get the capability to use the PandaDoc API to get the Stripe Customer ID

    1 vote

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    0 comments  ·  API  ·  Admin →
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  9. Adding a note when you transfer a document

    2 votes

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  10. Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    6 votes

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  11. null is not read by the system while creatding docs from templates via API, but it should be fixed

    1 vote

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    0 comments  ·  API  ·  Admin →
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  12. Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one

    8 votes

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  13. connect different channels in MS Teams to different workspaces in Pandadoc

    4 votes

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  14. We are building a large number of templates. It seems crazy that we don't have collaboration tools for them like we do for documents. I need the same tools available in both places, don't you?!

    45 votes

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    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!

  15. Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.

    This would mean the ability to actually sign a check in PandaDoc for processing.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.

    1 vote

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  17. When you create a document, if you are in a folder, it gets created in said folder.

    4 votes

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  18. Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.

    10 votes

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  19. hide the document sequence from the recipients email, i.e. they should see the doc name only not the sequence.

    9 votes

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  20. can the Fee column be automated from the catalog

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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