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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7095 results found

  1. filter PandaDoc statuses in Salesforce

    filter PandaDoc statuses in Salesforce

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Two separate accounts connected to one Salesforce instance

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Native Video Recorder in Pandadoc

    A way to record a video within the PandaDoc platform and make it available to the customer including the offer.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Recipient can resize a field

    If the text input is long, the recipient should be able to resize the field based on the input

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  5. Forward the document for signature from the new sender

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. automatically place fillable fields

    automatically place fillable fields in documents and templates without drag and drop option

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. automatically place fillable fields

    automatically place fillable fields in documents and templates without drag and drop option

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  8. Bundle Forms

    Option to bundle Forms

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  9. Add endpoint to share templates via API

    Add endpoint to share templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  10. White-labelling of the T&C block under the signature

    Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Template Revisions Endpoint

    Get revisions of the templates to see how they have been changing historically

    3 votes

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  12. Template Thumbnails (embedding)

    Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Support native salesforce automation functionality like Flow and apex trigger

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Variable font design

    Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Highlight blank Text Blocks when they are added to a page

    When you add a blank text block to a page and then click off of the page, it becomes completely invisible. Also, the block is narrow, so you have to do a lot of clicking around to find it, or you may add another one redundantly because you can't see it's there.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Delay when adding a recipient to the sent/completed document

    Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Email added to the Latest Activity

    When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Export CSV of responses option for templates (documents created from templates).

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. [Reporting] Ability to download a csv file for sent documents

    download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent

    5 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  20. Payment notification box

    Customer would like to change the pop up payment notification box or customize the wording

    5 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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