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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5389 results found

  1. attachment on a PD doc to be stored separately in Files in SFDC

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Ability to add variables that are not visible to the recipients but visible to the doc sender and PD members

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. control what status changes will trigger product 2 way sync in sfdc

    option to prevent sfdc product 2 way sync from triggering on expired status change. currently its for any status

    1 vote

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  4. Ordway

    Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.

    1 vote

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  5. Match completed email with attachment to come from the eform or template owner

    When the documents are completed and an attachment is added, that email comes from our general email not the specific email of the template or eform owner. It would be ideal to have the completed email come from the same email as the document/eform owner.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. Ability to turn on the pop-up that prompts users to make the payment once they want to leave before pressing pay.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  7. Signature connector tool

    Ability signature too for applications or forms that are not in panda.

    1 vote

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  8. Auto-send another document once a field filled out in one doc

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. The ability to set up permissions, so the internal account users couldn't download the documents created by other users but could view and a

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Clone account Roles

    A way to clone current account roles and edit their permissions for custom account roles

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. dates

    The "Past Dates" and "Future Dates" options for the Date Field properties should not include the current date as an option for the user to select. For example, the Past Dates property for a Date of Birth should not allow the current date to be selected for the person(s) signing the document..

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Adyen

    Adyen integration

    1 vote

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  13. Moneris

    Interested in using the Moneris payment option with PandaDoc

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  14. check size of files inside PandaDoc

    be able to check size of files inside PandaDoc (

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  15. A list of countries and regions where PD signature is legal and has a legal status

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. Allow Administrators to edit restricted sections in Templates

    Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  17. Locating files shared with workspaces in the root folder

    1 vote

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  18. Autocorrect of the System Variables

    Variable Document.CreatedDate should be auto changed if there are any adjustments to the document after it was created

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Attach PDF copy to SF when the document was updated

    1 vote

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  20. Change the height of a drop down field

    At the moment by hovering it is possible to change only the width

    1 vote

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