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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Reset workflow when duplicating a template

    When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Zoho: pass products from related lists

    Zoho: pass products from related lists (not from the products in deal directly).

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Required field countdown bar in EV2

    in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Layout of Previous Page Captured When Adding New Page

    When adding a new page, the orientation of the previous page is used with the new one.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Data entry tool

    Looking for a data entry tool. Complex chart cataloging

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Forms feature in Nimble

    use the forms feature with Nimble integration

    1 vote

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  7. ability to place checkbox over an attachment

    When sending out a deck, it would be helpful to be able to place a checkbox (make it required) to bring the recipient's attention to the attached document.
    ex. renewal agreement attached to a qbr

    1 vote

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  8. Need to improve comment visibility in signing order

    Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. SF - Link PD doc audit trail to SF Engagement history

    if action is completed, it get listed in the "Engagement history" within the SF but PandaDoc document creation does not get listed.

    1 vote

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  10. Summarize QTY columns

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. Display Document in email

    Instead of delivering a link to the document display the document within the email itself.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. Connect with Credit agency for document approvals

    When documents are completed send data to credit agency for approval

    1 vote

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  13. Notifications for several workspaces

    Notifications for several PandaDoc workspaces using MS Teams

    1 vote

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  14. Grand total displayed for folders on the Documents list view

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Collaborative Dashboard

    A place where all workspace dashboards are available to view collaboratively

    1 vote

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  16. Pause document from receiving signatures

    Pause the document after 1 signer if you do not want other people to sign yet

    1 vote

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  17. auto create new regular page

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. display audit trail on e-sign certificate

    1 vote

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  19. Create documents only

    Ability to sell create doc only feature

    1 vote

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  20. Docusign

    native ERP connection with Docusign

    1 vote

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