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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4096 results found

  1. Non-licensed user receive viewed notifications

    Recipients without a license would be able to receive notifications that the other recipients have viewed the document.

    1 vote

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  2. The ability to customize the emails for approval workflow.

    1 vote

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  3. Adjust the subfolder view for long folder names

    Make folders within the PandaDoc with lengthy names display the full name/adjust the display column setting to fit in the full name

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. if-condition tokens / Pipedrive

    Make a "if-condition" for the tokens-variables from Pipedrive.
    An example would be:
    If [Deal.ContactPerson.Email] is Empty then some condition comes.

    1 vote

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  5. alphabetize CLIs

    alphabetize CLIs when adding them to a template/document

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Generate pdf download error caused by the wrong image link

    Display the informative error message, when a document can't be downloaded because of the invalid image link in a document

    https://pandadoc.zendesk.com/agent/tickets/190452

    1 vote

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  8. Various Types of Bulk Send

    Multiple types of bulk-send features available to the customer, depending on what kind of document they are sending. Having tiered options for customers depending on the type of document sent. Similar to our API structure

    1 vote

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  9. Mentions within Comments

    the comment box - classic version allowed you to start typing the name and then select with keyboard and return. EV2 requires you to click on it with the mouse

    1 vote

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  10. Internet explorer compatibility

    Internet explorer compatibility

    1 vote

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  11. Capture recipient's responses via a survey

    1 vote

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  12. Refrain video attachment in document to be downloaded or shared by the recipient

    1 vote

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  13. [API] Decline document via API

    api call has the ability to decline document

    1 vote

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  14. requesting recipients' consent for tracking activity before opening a doc

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  15. Allow the account holder to opt-in to auto pay in Settings.

    1 vote

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  16. The ability to support multiple roles in salesforce

    1 vote

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  17. Hide document amount for payment before it is signed

    1 vote

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  18. Add Document declined trigger event in Zapier

    2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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  19. Add Document sent trigger event in Zapier

    1 vote

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  20. Paperform

    paperform native integration: pull data from new submission to the doc

    1 vote

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