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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Save template sequence when template is moved to another workspace and copied to edit it

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. automatically add the document owner signature to a document when it is completed by other recipients

    automatically add the document owner signature to a document when it is completed by other recipients

    https://pandadoc.zendesk.com/agent/tickets/466863

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. The option to change the view (select the list view instead of thumbnail images) when a user is adding a content library item

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  4. Choose folder as default saving items to catalog

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Keyboard shortcuts to fill in fillable fields

    Keyboard shortcuts to fill in fillable fields

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Orecs

    Integration with Orecs

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. fractional pricing

    The ability to have multiple decimal points in a price so rather than just having .15 cents you could have .015 or .0015.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Direct hyperlink to a template

    Currently you can hyperlink to a template, but it doesn't work unless the user is signed in first. It should present a sign in page and then grant access to the template once signed in. Support acknowledged the issue but has no intention of solving it, which is super bizarre.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  9. Reset signature field after copying a document

    Reset signature field even if it was set before document is sent.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. ability to use *** as a placeholder.

    ability to use *** as a placeholder.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Search by quote Sequence Number

    Be able to search for a document based on the Quote Number

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. Once document signed allow owner to automatically CC recipients Certain information

    When a customer signs a document, id like an email to go out to my team with certain information from the document.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  13. The option to remove PDF metadata

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Check what conditionals are followed when the conditional approval is used

    Check what conditionals are followed when the conditional approval is used

    Ticket https://pandadoc.zendesk.com/agent/tickets/464156

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  15. The option to have the status of a deal changed in Fresh CRM once a document changes its status

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Auto-populate Variables when Document is Created

    Auto-populate contact info into Variables when a document is created directly from a contact.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. PandaDoc can interface with the client's online banking and always check if a payment has been received.

    1 vote

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  18. Bulk send feature for forms similar to the feature for the documents.

    Bulk send feature for forms similar to the feature for the documents.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  19. Option to extract a particular recipient link via Zapier

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. Option to remove watermarks from Documents generated from Free Sandbox

    Option to remove watermarks from Documents generated from Free Sandbox.

    Will allow the user to remove watermarks from Documents generated from Free Sandbox.

    1 vote

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