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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7104 results found

  1. The option to choose the Maldivian Rufiyaa (MVR) currency in the PandaDoc pricing table.

    1 vote

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  2. Add optional item in pricing table with Zapier

    1 vote

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  3. 1 vote

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  4. It would be really nice to be able set what template you want to open up from the JavaScript SDK and not force the user to pick every time. This would just make the process more streamlined and better for the user. I envision just setting the template ID right in the data object when it calls the doc editor.

    1 vote

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  5. When sending forms via email with the web link. When the client opens and fills in the form, it emails the same form to them again!
    Can we make it skip the step where it asks for their name and email? Or at least make it not email them the form when they provide it?"

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  6. 1 vote

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  7. I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, such as which Pages were viewed.

    1 vote

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  8. approval workflow to be edited with Creator license

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. sign with an Apple pencil

    1 vote

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  14. The option to see the progress while importing catalog products, rather than just receiving an email once the action is complete.

    1 vote

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  15. HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field

    1 vote

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  16. Notify account owner when an integration is not working.

    1 vote

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  17. The option to see how many fields were assigned to a specific recipient.

    1 vote

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  18. 1 vote

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  19. Ability to adjust some products within the pricing table so they are visible, but are not calculated.

    1 vote

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  20. Remove some default filters in the document list.

    "We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."

    1 vote

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