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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. move PandaDoc documents associated with an item when you move that item in Monday.com

    move PandaDoc documents associated with an item when you move that item in Monday.com

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  2. Automations for Zendesk Support: Automatically generate a document when a ticket status changes

    Add automation for Zendesk Support to generate a document automatically when a ticket status changes.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  3. System Variable for Document Renewal Date

    Add a system variable that automatically populates the document renewal date.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  4. Duplicate Send Check

    Prevent accidentally sending the same document multiple times to the same contact. When a sender selects a recipient they've already sent the document to, prompt a message like:
    “You have previously sent this document to this contact. Would you like to send it again?”

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →

  5. Option to delete a page or pages from a document on a mobile browser

    When on a Chrome mobile browser, page breaks do not show and there is no option to delete a specific page from a document.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  6. Download a document on draft status on Mobile App

    2 votes

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    0 comments  ·  Mobile  ·  Admin →

  7. Option to show (and sort by) sent date instead of created date in Document List

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  8. Ability to enable tracking ID/unique ID for each page of the document

    Tracking IDs on pages make it easier to match specific sections to a version or approval sequence and helps verify the authenticity and integrity of each page, especially when documents are printed, shared offline, or used in litigation.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  9. Allow setting of Email Subject (not just message) for Email Templates

    Allow users to set an email Subject along with the email message for Email Templates

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  10. Batch Document Creation for Multiple Clients via CRM Integration

    Create a separate document for each of multiple clients at once via the CRM integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  11. Automate Canceling/Deleting/Expiring Documents from Salesforce with Status Sync to PandaDoc

    Add Salesforce-to-PandaDoc automation triggers that allow Salesforce field changes to automatically update PandaDoc document status

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  12. [Word Export] Quote builder shows hidden fields in Word export

    Downloaded PDF version of PandaDoc matched what is in PandaDoc, however the word version included fields that were hidden in the quote tool and created a bunch of formatting issues

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  13. Greenhouse integration for Forms

    Utilize Greenhouse integration in PandaDoc Forms too

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  14. Collect fiels field: setup file type

    To select only certain file types that can be uploaded in forms. We want customers to only upload .doc files for example, not pdf or jpg

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  15. API Standardized Naming for "Collect Files" Option

    When using the "Collect Files" feature in a PandaDoc template, the uploaded file names are displayed on the signed document. These names often lack a standardized naming convention, which can appear unprofessional. We suggest either implementing a standardized naming format for these files or providing an option to attach files without displaying their names or details on the completed document.

    2 votes

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    0 comments  ·  API  ·  Admin →

  16. API Customizable Reminder Settings for Sent Documents

    Currently, the API defaults to a single reminder for sent documents. It would be highly beneficial to allow customization of the number of reminders within the template settings. This would provide greater flexibility for our agents, particularly in cases of email delivery issues or when scheduling callbacks, ensuring better follow-up management.

    2 votes

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    0 comments  ·  API  ·  Admin →

  17. Prevent Admins from Bypassing Approval Workflows

    Ability to prevent admins/managers from bypassing Approval Workflows

    2 votes

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    0 comments  ·  Approvals  ·  Admin →

  18. signing order to be followed when suggest edits are made

    signing order to be followed when suggest edits are made

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →

  19. Set Home Tab Options for Entire Workspace

    We were wondering if we could customize the Home page’s time period for the entire workspace

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  20. Option to generate link and will not send the document

    When generating a link, it automatically sends the document, so having an option to generate a link only but not sending it will help

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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