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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7630 results found

  1. Allow issuing Forms from API

    Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.

    This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.

    5 votes

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    0 comments  ·  API  ·  Admin →
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  2. reporting data sent to email

    reporting data sent to email

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  3. Pre-set but adjustable auto-reminders

    Make default auto-reminders every 3 days, like in docusing.

    While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .

    Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.

    5 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  4. Ability to export a list of CONTACTS who completed a document.

    Ability to export a list of CONTACTS who completed a document.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  5. API & QES: Add QES toggle as input parameter to the SEND endpoint

    The QES toggle is available interactively, from the "DOCUMENT SEND" UI. To support similar, API-based use cases, add a QES toggle as input parameter to the SEND endpoint

    5 votes

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    0 comments  ·  API  ·  Admin →
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  6. Option for Quarterly Billing pricing in the catalog

    Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.

    5 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients

    Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients

    https://pandadoc.zendesk.com/agent/tickets/455389

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Two separate Authorize.net Accounts

    Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  9. Archive Contacts

    Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Recipients able to click on hyperlinks on a sent document without having to download PDF

    For example, a PDF is uploaded into PandaDoc with hyperlinks. I can click on the hyperlinks in the editor. Once the document is sent, the recipient is not able to click on the hyperlinks unless a PDF of the sent document is downloaded.

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  11. Stop Payment Reminders on sent

    Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Use HubSpot properties to assign recipients to the role

    When we create a new pandadoc document from Hubspot, an iframe opens where we first have to select the signer on our side and the signer on client side. After selecting those we can select "Create document".
    Option to fill the signers (recipients) based on custom properties

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. Drag & drop Variables

    The variables could also have the option to be placed with drag & drop as content blocks are.

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  14. upload document from email to pandadoc

    eliminate the manual upload of documents in PD, just send the documents for signature via email and then it gets uploaded directly in PD where it just need to access and sign the document. upload document from email to pandadoc

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Set a date range for recipients to choose from on date fields

    Set a date range for recipients to choose from on date fields

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace

    Document sequencing in a second workspace works with a shared template from first workspace

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. View exact time (timestamps) in audit trail section

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Option to filter document in reporting via recipients name

    Option to filter document in reporting via recipients name

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Document Upload Limit Increase - PandaDoc Notary

    Increase number of documents uploaded at one time in PandaDoc Notary. Instead of 10, maybe 20.

    5 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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  20. Revolut payment gateway

    Adding Revolut payment gateway to PandaDoc's integration.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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