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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6452 results found

  1. Pass field values to PD Contacts

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. Notification when you force Send a Reminder

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. PDF Portfolio files to be supported by PandaDoc

    At the moment we don't support PDF Portfolio file upload in PD documents.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Notification only to a Specific Template/Document

    2 votes

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  5. API get signature details

    For reporting I want to be able to report on when each recipient signed the document vs when the document was completed by each recipient.

    2 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  6. Tokens working in embedded template

    tokens for template embedded

    2 votes

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  7. Add a checkbox for internal or external on templates

    "Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  8. The ability to make the fields on the certain pages required depending on the customer's selection in the pricing table

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Customize PDF name

    2 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  10. Automatic PDF attachment to email within the Bulk Send feature

    Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Ability to send a completed PDF to both the sender and the recipients.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  12. include the Bill To First and Last Names to Authorize.net payments

    include the Bill To First and Last Names to Authorize.net payments

    2 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  13. Customer Facing Tutorials

    Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.

    Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  14. TaxJar

    TaxJar integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Show USD currency on PD Billing page

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. Save PandaDoc to the desktop via drag and drop

    Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.

    2 votes

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  17. Upload signatures larger than 1 MB

    2 votes

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  18. Allowing to open the link to the recipients of this document only

    Allowing to open the link to the recipients of this document only. So if the link to this document was forwarded to anyone else it will not open.

    2 votes

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  19. Search bar within list of related documents in Hubspot

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. AutoSelect template based on SFDC field

    Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.

    This should skip template select phase and go right to recipient role mapping

    2 votes

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