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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. The recipient can't regenerate a link when it's no longer available. At the moment if i go to an expired pandadoc session i just get a "not found" when i would like my user to have the option to regenerate a session (to see or sign the document).

    I guess that you don't have such an option but you'll see in my previous message attachment how yousign handles this use case and how you could implement it.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. 1 vote

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  3. API document by status - drilldown to identify the document for follow up
    API document analytics
    Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
    example: how many documents are opened but not complete
    example: data on time it's been open and not signed/completed.
    have drilldown into the document to follow up with the recipient to move the document to complete

    1 vote

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  4. 1 vote

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  5. Direct separate payment links for each product in the pricing table.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  6. The customer requests that the field be capable of generating a random number to serve as an order or reference number.

    1 vote

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  7. 1 vote

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  8. Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
    Adding download and print icons to the top right

    1 vote

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  9. If there was a way to upload the selections for multiple choice fields in forms rather than manually upload — we have one form with a ton of listings that have to be manually added & removed - being able to import a CSV list would be helpful.

    1 vote

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  10. 1 vote

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  11. 1 vote

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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. Custom role permission:
    I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.

    1 vote

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  16. Redirect recipient to a custom URL upon completion based on certain conditions.

    1 vote

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  17. Embedded form: hide the section on the top of the form that displays a recipient's email address

    1 vote

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  18. Option for the recipient to edit the tax column in the quote builder

    1 vote

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  19. Option for the recipient to change the description in the quote builder

    1 vote

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  20. Native integration with Survey Monkey or apps for quizzes.

    1 vote

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