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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7095 results found

  1. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. We would like to use recipient groups in Forms. Currently, they are only available on documents.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. 2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  4. When we get documents with a large number of pages that all need to be stamped and it's a lengthy process to do each page individually so we would like to have a feature to stamp multiple pages at once

    1 vote

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  5. Customer would like the automation to include attachment and uploaded file from recipients to be downloaded to Google drive

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. The customer wishes to have the ability to conceal specific options from the dropdown menu accessed via the plus sign within the document

    1 vote

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  7. Ability to edit My documents section, for example, remove or resize some columns (Title, Value, etc)

    1 vote

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  8. Set notification for senders when a document has not been signed after X number of days.

    2 votes

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  9. Override MS Dynamics date variable settings with PandaDoc date settings

    2 votes

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  10. For a report to be available in the dashboard showing below
    1. Failed Sent Documents by Workspace and User
    2. Summary of failed documents on a daily, weekly, and monthly basis
    3. Show senders error messages of why the documents Failed

    This will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document

    2 votes

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  11. 2 votes

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  12. Currently the document sequence number only appears in template name when creating a document from PandaDoc but not when creating it from HubSpot. We identify templates according to the sequence number so having this number appearing in the template name whatever way you access it is very important to us, because all our employees create documents from HubSpot.

    1 vote

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  13. A way to disable the option to download bundled documents as separate files. So as a result, all users can only to download the bundle as single files by default.

    1 vote

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  14. Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc

    1 vote

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  16. 4 votes

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  17. Option to check if recipient made a screenshot of the document

    1 vote

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  18. Option for the recipient to adjust values in the dropdown as well as select the option

    1 vote

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  19. Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. Being able to extract existing graphics from the Reporting

    5 votes

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    0 comments  ·  Other  ·  Admin →
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