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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6797 results found

  1. Text search option - Sort by folders

    An option to search a specific word and sort out the results by folders.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Allow the account holder to opt-in to auto pay in Settings.

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  3. Ability to regenerate document links

    Re-generate links in case you've provided recipients with the wrong one without having to edit the document

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. The ability to support multiple roles in salesforce

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Use Salesforce integration On iPad

    Salesforce integration with Pandadoc on Ipad

    12 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  6. Show the exact time document status was updated in Analytics (not 15 hours ago, but an accurate time)

    See exact date and time of document completion in the web view

    2 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  7. Hide document amount for payment before it is signed

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  8. Add Document declined trigger event in Zapier

    2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Add Document sent trigger event in Zapier

    1 vote

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Paperform

    paperform native integration: pull data from new submission to the doc

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Ability to save PandaDoc documents as p7m files

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  12. The ability to provide a users’ management in order to automatize the user’s onboarding via API

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  13. Export sections of a document

    Export sections of a document instead of the whole document

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Remove old documents automatically: to have the trash bin automatically delete all after a set time

    Remove the documents that are older than X automatically.

    21 votes

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    Idea  ·  7 comments  ·  Automations  ·  Admin →
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  15. Pop-up with customizable text when a recipient declines document

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  16. More than two letters as Initials

    The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  17. Copy Filled out fields

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Add PandaDoc component to SalesForce community page

    Be able to add PandaDoc component to SalesForce community page

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. The ability to share the link in order to bulk send the documents

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Keyboard shortcuts & Be able to us the "Delete" Key on your keyboard to delete items during document design

    7 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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