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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7567 results found

  1. Add recipient's first name and last name while forwarding

    After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    8 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  2. [API] Decline document via API

    api call has the ability to decline document

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  3. Customers / recipients can edit variables

    The ability for the recipients to edit variables.

    45 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Pull Salesforce documents under Notes&Attachments into PandaDoc

    Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. Recipients can upload visible in a document images / files

    Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    29 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. CC'd recipient: document status change

    When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.

    8 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  7. requesting recipients' consent for tracking activity before opening a doc

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  8. Edit documents withour resetting document analytics

    2 votes

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

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  11. 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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  12. The ability to support multiple roles in salesforce

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. 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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  14. 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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  15. Hide document amount for payment before it is signed

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  16. 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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  17. Add Document sent trigger event in Zapier

    1 vote

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. 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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  19. Ability to save PandaDoc documents as p7m files

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  20. 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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