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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7094 results found

  1. Ability to edit fields without changing status from completed to draft status.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Send documents from PandaDoc Contacts: Automatically assign template role

    The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  3. Ability to tag a client within the saved message.

    Ability to tag a client within the saved message.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Send document notifications to the members of the account

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Reporting: see who viewed documents

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Document Bulk import to editable documents from docx files

    Ability to convert multiple documents and make them editable

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Payment integration - change status

    Ability to remove/disable payment integration without altering or removing signatures on the document

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  8. Contacts: Same Email for a user but with other different contact details

    Ability to create contacts with the same email address but different details

    8 votes

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    1 comment  ·  Other  ·  Admin →
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  9. Add GIF on Header

    Ability to add GIF on headers

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Export one CSV report for all forms at once

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Reschedule Notary

    I would like to be able to reschedule an already scheduled notary session. For example, I have clients that are scheduled for 2:00 today, but they need to change it to 3:30 - I don't want to have to cancel the session an re-send the link and re-upload all docs.

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  12. Download the PDF as separate files via Zapier when the document is bundled

    Download the PDF as separate files via Zapier when the document is bundled

    https://pandadoc.zendesk.com/agent/tickets/576243

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Conditional rules for auto reminders

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Streak CRM

    integration and automations with Streak CRM

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Payment Gateway: NCR payment solutions

    The ability to integrate with NCR payment solutions

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Admin to "Create Workspace" not possible

    When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.

    I hope product can place a banner or a notification message saying that only the main Admin Owner can create

    1 vote

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Bulk Send from PandaDoc Contacts List

    Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Notification for documents not yet completed

    Customer would like to be notified to all documents that are not yet completed every day or every couple of days

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Map line items to a table block

    Map line items to a table block via Zapier and/or native integrations.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Merge system variables data into fields: pull [Document.CreatedDate] into the Date field

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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