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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. Approver can reject the document and then the previous recipients adjust the document to get approve again

    the below shows an example

    Recipient A: fill in the price
    Recipient B: fill in the remark
    Approver: reject the document due to the price, then recipient A can adjust the price and get approval again

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. Fishbowl

    Client would like to have the ability to integrate with fishbowl

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Master license list for admin

    It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. "Save for later" option on Documents/Forms

    It would be great to have a "save for later" option, especially when there are a number of steps that different team members need to complete - for example, a new starter checklist. Currently there is only the option to "finish"

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Save Products From Pricing Table to Catalog

    To have the option to save a product from the pricing table to the catalog for manually added products

    8 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Hubspot - add Quote object

    4 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. MS Dynamics GP

    I want to integrate with MS Dynamics GP

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Link document multiple objects in CRM (Hubspot, Pipedrive, etc)

    Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.

    21 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. Form reminder

    Be able to send a reminder to fill out a form.

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Report to know how many docs are not signed immediately.

    Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Option to use workspace name and picture when sending a document

    Option to use workspace name and picture when sending a document instead of the account name and picture, to show on the email that the recipient will receive.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Pause document from receiving signatures

    Pause the document after 1 signer if you do not want other people to sign yet

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  13. auto create new regular page

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status

    switch fields in a template/draft document with Tab

    11 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. average time spent per page that recipients spend on all documents created from 1 template

    average time spent per page that recipients spend on all documents created from 1 template

    8 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  16. Auto-Fill customer name with the name the recipient types in

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Doc status will not change to Paid unless payment is successful

    If a payment to the gateway is unsuccessful the document status will not change to Paid.

    6 votes

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    2 comments  ·  Quote to Cash  ·  Admin →
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  18. View of pandadoc document on website for mobile device words are garbled

    When viewing a pandadoc on a mobile device (not through the pandadoc application) the words of a document become garbled. (coding for mobile web is not user friendly)

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  19. Presentation Option: Powerpoint slideshow mode (no scroll)

    Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.

    17 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  20. Lock ability to download to pdf to preserve document analytics / Disable Template PDF download option for the team

    Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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