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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5400 results found

  1. Block the default email notification with final copy for a specific user

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Payment gateway with EasyPayDirect

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Send a notification when PandaDoc account is disconnected from Salesforce

    1 vote

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

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  5. 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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    0 comments  ·  Documents & Data Management  ·  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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    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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    0 comments  ·  Other  ·  Admin →
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  8. Capture recipient's responses via a survey

    1 vote

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  9. Hide document amount for payment before it is signed

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  10. Paperform

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

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. Pop-up with customizable text when a recipient declines document

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. Restrict block editing for a specific role

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Make the Document Value Required option

    Make the Document Value Required to fill out instead of it being option

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Option to get info on expiry date in the automated email sent out (so it's clear for the prospect).

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. Add a link t a document that will trigger some action in Pipedrive when a user clicks on it

    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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  16. Any subsequent downloads of that document should be marked with a "COPY" to indicate that it is a copy of the original document.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Set recipient name after it's in Sent status

    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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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Automatic notification to check the document before sending it (after it's approved)

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  19. Locking the approved document to prevent accidental changes

    1 vote

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  20. Add a message about a reminder's successful delivery

    1 vote

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