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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6652 results found

  1. search document by its content

    2 votes

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  2. Since we have rooms to be used for customers and clients as some sort of a Data Base management storage for all needed documents, video training, and links. It would be beneficial also to incorporate the following:

    • Use of PowerPoint to be a part of Presentation in Rooms
    • Share Rooms across Worksapces
    • Ability to Pre-selecting docs to show in the rooms (For Client visibility)
    1 vote

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  3. Get the list of templates and content library items a Theme is used in and mass update them

    2 votes

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  4. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Allow users to set the fee to over 100% in the Quote Builder.

    2 votes

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  6. Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days

    2 votes

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  7. Ability to set up the document currency based on the Zoho CRM field.

    1 vote

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  8. Make a footer (text block) a page wide

    2 votes

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  9. Approval workflow for templates (send template for approval)

    2 votes

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  10. We have a problem with one signer, who is always not signing contracts on time, and want to see some list of contracts that are waiting for a signature from that person

    2 votes

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  11. A feature that would streamline the process of removing pre-assigned recipients from the role in various templates simultaneously (in bulk).

    2 votes

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  12. Add more CRM integrations for the Rooms feature.

    2 votes

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  13. 2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  14. When a new contact is added, a new Room gets created automatically for them as well (and they are added to it). That way, they are automatically able to view current and past documents in their "client portal".

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  15. Create/access Rooms from Pipedrive CRM and pull the contact info via variables from Pipedrive to the documents in Rooms

    2 votes

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  16. Receive only the completed document notification to the pre-assigned email in Form

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. A document status or indicator on the document when part of the installment has been paid.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  18. The option to select what type of fields a user wants automatically populated on uploaded documents. At the moment, the app populates all types of fields.

    2 votes

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  19. Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."

    2 votes

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  20. Payment Integration with Flywire

    3 votes

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    1 comment  ·  Payments  ·  Admin →
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