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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6813 results found

  1. Add a link t a document that will trigger some action in Pipedrive when a user clicks on it

    I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?

    1 vote

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  2. if expiration is over 180 days out, it won't be included in reporting.

    1 vote

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  3. Any subsequent downloads of that document should be marked with a "COPY" to indicate that it is a copy of the original document.

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Set recipient name after it's in Sent status

    Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Automatic notification to check the document before sending it (after it's approved)

    1 vote

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  6. Locking the approved document to prevent accidental changes

    1 vote

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  7. Add a message about a reminder's successful delivery

    1 vote

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  8. EV2- Automatically show chatbox section upon opening the document

    1 vote

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  9. Automatically update the number of seats

    Automatically update the number of seats according to the number of users. Specifically:
    *delete a seats when a user is deleted from all the workspaces (at the moment 15 Sept 2020 the seat is only automatically added when there are no spare seats and a user is invited)

    1 vote

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  10. Wizard Automation

    Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.

    1 vote

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  11. Automatic scroll for inline comments

    Would be nice it it automatically scrolled to where the inline comments were within the doc.

    1 vote

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  12. Going back to where the user was working in the Documents list rather than to the beginning of it

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  13. Easier document management for documents sent in bulk

    1 vote

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  14. Quicker +1, +2, etc. workaround when sending in bulk

    1 vote

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  15. description font in pricing table

    description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Delete a document found in the search

    When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)

    1 vote

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  17. Tokens on document level

    1 vote

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  18. Storing CC infom

    1 vote

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  19. Trigger Doucment creation via SFDC workflows

    Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

    1 vote

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  20. Model popup when clicking privacy link in embedded view

    Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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