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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When sending a document via the pandadoc API it is useful to set the replay to email per document. This way the emails can be routed to an individual vs a system user.

    1 vote

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  2. add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level of security which is what the regulators are preaching in Switzerland.

    1 vote

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  3. 1 vote

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  4. Improving the quality of how the PDF is displayed when creating documents from a PDF via API. As of the moment the PDF in the generated PandaDoc document looks a little bit blurry due to the fact that once the document is created from a PDF via API, the PDF is converted to an image so that for the purpose of preserving all the data within the PDF and correspondence of fields placement in the generated PandaDoc document, and thus the quality is affected to some extent

    1 vote

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  5. 1 vote

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  6. When you send a document via email, you can add a name to the document. This would be nice to have as well when you send the document via a link

    1 vote

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  7. Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell (EV2)

    1 vote

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  8. 1 vote

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  9. option to prevent sfdc product 2 way sync from triggering on expired status change. currently its for any status

    1 vote

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  10. use LaTex to PandaDoc

    1 vote

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  11. 1 vote

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  12. Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.

    1 vote

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  13. 1 vote

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  14. Customer says the cursor disappears during inactivity in Editor 2.0, a functionality they would like improved.

    1 vote

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  15. Option for a user to start their own account using the email address they are already registered under as a member of another account. As of the moment if a user is registered as member of an account (not the owner) they are not able to start theit own account associated with the same email since there is a registered user, however, there is no account registered

    1 vote

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  16. 1 vote

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  17. Support for emails containing a circumflex accent or special characters e.g. " ^ ", " ' ".

    1 vote

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  18. When the documents are completed and an attachment is added, that email comes from our general email not the specific email of the template or eform owner. It would be ideal to have the completed email come from the same email as the document/eform owner.

    1 vote

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  19. Columns in Forms Dashboard to see how the forms was filled out by EX: Account Name

    1 vote

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  20. 1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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