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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6452 results found

  1. Swiping a card

    Basically we're looking for an opportunity to use PandaDoc for our on-site final paperwork so we can collect payment at the end of the service. Swiping a card has a smaller processing fee than keying it in directly, so if we had the option to swipe a card instead of key it in, we would want to use that.

    1 vote

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  2. Ability to turn off the pop-up that prompts users to make the payment once a document has been finalized

    1 vote

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

    1 vote

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  4. Recognize pricing tables (and calculate the document value) after the document/template is created via upload based on the pdf of the PD doc

    1 vote

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  5. Option to send completed pdf copy to one recipient only

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Viewed Notifications Emails from Client Views Only

    Viewed Notifications Emails from Client Views Only

    1 vote

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  7. Georgian localization

    Add Georgian as supported language

    1 vote

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  8. [Bulk Action] Bulk Export Document Details Using API

    We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.

    But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.

    1 vote

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  9. attach the PDFs of the completed documents under Documents in an Opp record in Sugar

    1 vote

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  10. Send a notification when PandaDoc account is disconnected from Salesforce

    1 vote

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  11. the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  12. auto-populate images depending on who is sending the document

    auto-populate images depending on who is sending the document

    1 vote

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  13. Option to set up automatic reminders by selecting a user of the account

    having an option to set up autoreminders for all the documents created by a particular user of the account

    1 vote

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  14. Remove images from email notifications

    Delete images in notification emails sent from PandaDoc such as the profile image, little arrow on the forward box, and the company logo image.

    1 vote

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  15. Non-licensed user receive viewed notifications

    Recipients without a license would be able to receive notifications that the other recipients have viewed the document.

    1 vote

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

    1 vote

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  17. 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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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. if-condition tokens / Pipedrive

    Make a "if-condition" for the tokens-variables from Pipedrive.
    An example would be:
    If [Deal.ContactPerson.Email] is Empty then some condition comes.

    1 vote

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  19. alphabetize CLIs

    alphabetize CLIs when adding them to a template/document

    1 vote

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  20. 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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