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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7247 results found

  1. Add a message about a reminder's successful delivery

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Customer Facing Tutorials

    Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.

    Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  3. TaxJar

    TaxJar integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Require one option for a recipient to sign instead of having more options

    Require one option for a recipient to sign instead of having more options

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  5. Insightly: Pull product data from Insightly to PandaDoc

    The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Text around fields format to match the length of the info entered

    a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    21 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Restrict viewing certain pages to recipients

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  8. On-Premises hosting

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. EV2- Automatically show chatbox section upon opening the document

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    18 votes

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    Idea  ·  6 comments  ·  Documents & Data Management  ·  Admin →
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  11. Link to CRM Insightly

    Insightly: update document with the details from CRM.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Automatically update the number of seats

    Automatically update the number of seats according to the number of users. Specifically:
    *delete a seats when a user is deleted from all the workspaces (at the moment 15 Sept 2020 the seat is only automatically added when there are no spare seats and a user is invited)

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Wizard Automation

    Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.

    1 vote

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  14. be able to split the document into parts after completion

    be able to split the document into parts after completion

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Show USD currency on PD Billing page

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. Link2CRM Linking documents to objects other than deals

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. multiple owners / senders of a document

    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  18. See the document recipients in the email notification

    Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  19. Automatic scroll for inline comments

    Would be nice it it automatically scrolled to where the inline comments were within the doc.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. A variable gets a capital letter if it's at the beginning of a sentence

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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