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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7249 results found

  1. Notify sender about documents that are left unsigned

    Set notification for senders when a document has not been signed after X number of days.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Override MS Dynamics date variable settings with PandaDoc date settings

    Override MS Dynamics date variable settings with PandaDoc date settings

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Report showing failed documents by workspace and user

    For a report to be available in the dashboard showing below
    1. Failed Sent Documents by Workspace and User
    2. Summary of failed documents on a daily, weekly, and monthly basis
    3. Show senders error messages of why the documents Failed

    This will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  4. The option to split payment between recipients.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  5. pre-select item in quotes and lock it so that the customers won't be able to edit it

    Pre-select the product for the client in quotes and lock it so that they cannot edit it.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Including Bundle Item Prices in Quote Builder Subtotal

    The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Click Up CRM for automation

    It would be wonderful if click-up were a CRM automation possibility.

    https://clickup.com/?utm_source=bing&utm_medium=cpc&utm_campaign=bgs_cpc_amusa_nnc_brand_trial_all-devices_troas_lp_x_all-departments_x_brand&utm_content=all-countries_kw-target_text_all-industries_all-features_all-use-cases_clickup_exact&utm_term=e_clickup&utm_creative=_BrandChampion-03072023_rsa&utm_custom1=&utm_custom2=&msclkid=e9c43e7b88d2151e64ed5b067dc976e0

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. Remove promotional window as a default workspace option

    Remove promotional banner as a default option in the settings

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. filter PandaDoc statuses in Salesforce

    filter PandaDoc statuses in Salesforce

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Native Video Recorder in Pandadoc

    A way to record a video within the PandaDoc platform and make it available to the customer including the offer.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. White-labelling of the T&C block under the signature

    Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Automatically adjust font size to fit text block

    Increase or decrease font size of text automatically to fit the text block as block size is adjusted.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Combining PDFs

    combine pdfs in single file

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Ability to use the same email for multiple account ownership

    i.e The ability to have 2 separate companies and be the account owner for them using the same email address.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Halo CRM

    Halo CRM integration.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Ability to set up "Home overview" section in a way so that all users' documents are visible there.

    Ability to set up "Home overview" section in a way so that all users' documents are visible there.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Ability to delete a chat message on the template level.

    Ability to delete a chat message on the template level.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Add Divider as a Component

    For now there are no possibility to add responsive divider (just line - continuous, intermittent or dotted) that will visually divide different content blocks from each other horizontally or vertically. For now it possible to add horizontal divider with hack - create text field and put as much underscores (or dashes) as you need/want. But potentially such solution could brake alignment and position of other content block in document on exporting to Word (or any other external format) or rendering PDF.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. image library restriction

    image library restriction - accessible by Account Owners and users with Admin role only

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  20. Automation: send Excel spreadsheet automatically once document reaches Completed status

    Automation: send Excel spreadsheet automatically once the document reaches Completed status

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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