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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6450 results found

  1. Send document via Text (SMS): ability to consent to receiving documents via SMS by typing 'Start'

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Setup recipient verification via SMS in case you send the document via SMS

    Option to setup recipient verification via SMS in case you are sending the document via SMS

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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  3. Recipient can regenerate a document

    The recipient can't regenerate a link when it's no longer available. At the moment if i go to an expired pandadoc session i just get a "not found" when i would like my user to have the option to regenerate a session (to see or sign the document).

    I guess that you don't have such an option but you'll see in my previous message attachment how yousign handles this use case and how you could implement it.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  4. Have the option to add one person as a CC to all of the documents

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Add custom templates to the Template Gallery

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. New Connector App - envisionLXPJ - Promote your Integration Partners - Help Launch their products

    We need help from PandaDoc.

    We would love PandaDoc to profile us and create awareness of our new Connector App, like you recently did in your article named What’s New in PandaDoc: New CRM syncs, Smart Forms, and more

    Envision Digital Pty Ltd is a long-term Certified Partner of PandaDoc. We are based in Perth, Western Australia. We have built and commissioned a self-funded a global Multi-Connector App called envisionLXPJ. PandaDoc is used in all 3 multi-integrations.

    envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

    Our Multi-Connector App integrates the following:

    1. Integration 1 - Lead Gen & CRM (Formerly SharpSpring) with PandaDoc. This automated…

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  7. SMS open analytics - determine if the recipient prefers SMS over email or vice versa

    SMS open analytics (determine if the recipient prefers SMS over email or vice versa)
    Helps identify demographics of recipients that prefer one over the other to increase open and complete rate.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  8. Metrics and reporting api (Status and Document Analytics)

    API document by status - drilldown to identify the document for follow up
    API document analytics
    Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
    example: how many documents are opened but not complete
    example: data on time it's been open and not signed/completed.
    have drilldown into the document to follow up with the recipient to move the document to complete

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. If a recipient chooses one specific field, remove the ability for them to sign other associated fields

    If a recipient chooses one specific field, such as initials one field on the document, then they would no longer be able to fill in other fields that are associated. Maybe the other fields would then be grayed out. Basically, they would have to choose between signing one field or the other field, and the one they do not choose will no longer be accessible. This can technically be done with radio buttons and drop-down, however, we would like to see this capability with other fields such as the initial field.

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  10. Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only

    Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only

    3 votes

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    1 comment  ·  Forms  ·  Admin →
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  11. Retrieve Bundled products' SKUs via API

    Ability to retrieve the data of products within a Product Bundle via API

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. Ability to choose colour for contacts

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  13. Add colour/coloured labels for folders

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Direct separate payment links for each product in the pricing table.

    Direct separate payment links for each product in the pricing table.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  15. merge columns

    right now you can only merge rows but not columns

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Ability to automatically generate random number on fields

    The customer requests that the field be capable of generating a random number to serve as an order or reference number.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. pay later option in PayPal

    pay later option in PayPal

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  18. Link fields from different documents

    The ability to link fields from different documents together.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Track last use date of guest licenses to manage them more effectively

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Signature Certificate for sent documents

    The ability to generate signature certificate no matter the document status (includes, sent, viewed, etc) as proof.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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