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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7033 results found

  1. PandaDoc opens in a new tab - rather than in the frame in Zendesk Sell for editing (or the link is generated and sent to make editing the documents easier and faster)

    2 votes

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  2. 1 vote

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  3. An ability to add decimals in the "Numbers only" text field

    5 votes

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  4. The ability to send declined document notifications to CC'd recipients as well.

    Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.

    9 votes

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  5. The single tab between the variable entries should be returned for ev2

    1 vote

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  6. Have the document values be on display in Zendesk Sell integration.

    1 vote

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  7. The option/button to clear all the fields at once.

    6 votes

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  8. Would like the ability to lockdown end users from being able to clone completed documents. (Improve best practices)

    1 vote

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  9. 3 votes

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  10. For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.

    2 votes

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  11. Make Adding Contacts Easier- When adding a new contact, if you click anywhere on the screen outside of the white box by accident, it exits the screen that you are working on with all the fields and you then have to start entering all details from scratch again. It can be very frustrating.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. Automatically add the attachments to the manually completed docs
    Now you would need to upload the attachment to the pop-up window while manually completing a doc for it to appear in the email sent (EV2)

    1 vote

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  13. Please fix the bugging badge numbers on iOS. It’s impossible to reset them.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  14. 1 vote

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  15. 1 vote

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  16. Make the email message box display bigger/wider.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. 1 vote

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  18. 1 vote

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  19. 6 votes

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  20. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document (regardless of signing order)

    9 votes

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