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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. convert pptx file types to editable content

    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Zoho PandaDoc Documents Section

    Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. Increase the document sequence by more than 1

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Ability to sort docs in the Inbox tab

    9 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  5. [Reporting] Reporting based on document tags

    Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.

    33 votes

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    Idea  ·  9 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Integration with Redsys (payments)

    Redsys integration

    5 votes

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    Idea  ·  3 comments  ·  Payments  ·  Admin →
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  7. ability to link a custom field in Salesforce to the grand total (document value)

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Ability to sign with approved certificate

    I have a question: If one of the signers needs to sign with his approved certificate, is it possible toload one for a signer in Pandadoc? a signer has a statury position, it means that he has a legal responsibilty. He has a certificate provided to him by an approved authorization company. So he needs to sign with this certificate and it need to be shown inside the document
    Is there a way to load a certificate per signer?

    2 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  9. More Copper Variables

    Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Catalog custom fields are added to pricing table as fees and additional multipliers

    9 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Keep Content Library item settings the same when inserting into Document

    When uploading a Content Library item, the settings for the content item should remain the same, and not automatically be adjusted.

    4 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  12. A way of marking a completed document as amended

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Ability to Change Time Zone for a Signature Certificate

    The option to change time zone for signature certificate.

    138 votes

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    9 comments  ·  Documents & Data Management  ·  Admin →
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  14. App's interface in Spanish (editor itself)

    11 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  15. The content of the upload field is displayed in the document

    My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
    Is there another way to achieve this goal if the Upload Field is not the way to do it?

    8 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    58 votes

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    17 comments  ·  Recipient Experience  ·  Admin →
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  17. Require approval in order to manually change doc status to complete

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  18. Ability to push Price Lines from XRM as Base vs Optional

    Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Tokens cross-object population for Salesforce

    Tokens cross-object population for Salesforce.

    30 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. Audit Trail - add more events

    The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    27 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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