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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6888 results found

  1. Currently, based on the tab logic, focus navigates from top to bottom and left to right. However, it also accounts for the pixel height of the field. Therefore, if fields are misaligned, focus will jump to the higher field instead.

    2 votes

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  2. An archive or the feature that will save videos/recordings even when a Notary Session has been terminated.

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. 1 vote

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  4. Add additional signers to a document after it has been sent

    4 votes

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  5. Update a document with values from PipeDrive after the document has been sent

    1 vote

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  6. The client would like to see who exactly had completed the document because the status shows as "Viewed" until everyone has signed it. They wanted this information to be visible without opening the analytics, just from the document list.

    1 vote

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  7. Increase limit of 50 recipient

    1 vote

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  8. Add PandaDoc module to Pipderive (i.e Projects)

    2 votes

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  9. 2 votes

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    1 comment  ·  Automations  ·  Admin →
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  10. 2 votes

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  11. Bulk send already created draft documents

    6 votes

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  12. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. Require recipients to complete document attachments

    2 votes

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  14. The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    1 vote

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  15. Variables for the quote builder

    7 votes

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  16. If the automation is added for the template in one workspace, the automation should apply in all workspaces in case this template is shared

    3 votes

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    2 comments  ·  Automations  ·  Admin →
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  17. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    7 votes

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  18. Ability to use forms in Rooms

    3 votes

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    2 comments  ·  Rooms  ·  Admin →
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  19. When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    5 votes

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    1. It would be great to receive a notification from BambooHR as a reminder when the record is created since we have to manually add more information.
    2. The Information that can be pulled into the employee record in BambooHR from the PandaDoc document are too little compared to the many others we have to manually add. It would be great to have more info automatically added
    2 votes

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