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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. It seems to me that the recipient is not been shown a GDPR / privacy statement about the tracking capabilities withing PandaDoc. Can I change it so that before a user can see the document, he has to accept the GDPR terms?

    1 vote

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  2. Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    1 vote

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  3. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.

    1 vote

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  5. 1 vote

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  6. 1 vote

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  7. I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?

    1 vote

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  8. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. 1 vote

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  10. Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

    1 vote

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  11. 1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  12. 1 vote

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  13. 1 vote

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  14. 1 vote

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  15. Automatically update the number of seats according to the number of users. Specifically:
    *delete a seats when a user is deleted from all the workspaces (at the moment 15 Sept 2020 the seat is only automatically added when there are no spare seats and a user is invited)

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.

    1 vote

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  17. Would be nice it it automatically scrolled to where the inline comments were within the doc.

    1 vote

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  18. 1 vote

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  19. 1 vote

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  20. 1 vote

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