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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7268 results found

  1. ACPR Compliant

    ACPR (Autorité de Contrôle Prudentiel et de Résolution (ACPR) is the independent administrative authority responsible for monitoring the conduct of financial institutions in France. Apparently in this case it determined that PD security solution is not strong enough

    2 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  2. general compliance standards

    PandaDoc signature certificate isn't sufficient for my client's compliance standards.

    3 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  3. signatures compliant in Thailand.

    signatures compliant in Thailand.

    2 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  4. collect customer information at the point of sale

    collect customer information at the point of sale to be used in the creation of customer profiles and consequently in marketing

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  5. built in payments

    They are looking for a solution with payments built in

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  6. Upload CSV/Excel/XLSX as editable content in PandaDoc

    upload csv/excel as an editable content

    72 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  7. Notification Product Catalog Import

    Notification Product Catalog Import

    6 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Expiration date for each signer

    The customer would like to have an expiration date separate for each signer. For example, if the first signer has to sign within a week because of company policy, and then there would be a second expiration date for the second signer.

    13 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  9. Allow phone numbers on the form pop up

    Allow phone numbers in the pop up that appears when a form is opened

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  10. Upload Password Protected Files

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Pull info from the text of the doc into the pricing table (price portion)

    The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. AI driven auto-fill using prior answer

    AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Allow individuals outside the workspace and PandaDoc to be able to review documents (not approval workflow)

    For example -- an individual would like a colleague to review a document (but not have to approve it for it to be sent out) who is not in the workspace and does not have a PandaDoc account.

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  14. UX not user friendly

    PD was not user friendly enough for them.

    3 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  15. API

    No Open API on the customer side

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  16. Custom payment integration

    Customer would like to be able to integrate the payment gateway with their proprietary payment processor.

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Save chat so you can return to it after leaving the window

    Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. Internal hints, notes within document instead of as comments or in line chat

    It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.

    13 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  19. restrict uploads to certain users

    restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Support Vidyard custom links to paste videos

    support vidyard custom links (available on the Enterprise plan)

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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