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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6413 results found

  1. Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template

    Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Ability to put TOC inside a regular table.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Edit documents value under the Home tab.

    The option to adjust the document's value under the Home Tab, rather than on the document level.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Want to send out employment contracts in bulk, but need document.value available in bulk send.

    It would be really great to be alto to upload the Document.Value variable with a bulk send. We use that in our contracts to easily see the value of the contracts in the dashboard.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Copy/paste the text with the values of the variables from the footer to the title of the document in one action

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Generate Editable Documents in Slack Similar to CRM

    Generate editable documents in Slack similar to how a CRM integration works.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. PandaDoc integration with Copper Mobile App

    PandaDoc integration with Copper Mobile App

    1 vote

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  8. Edge Browser Signature Verification for Pandadoc PDFs

    This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.

    Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.

    Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Add optional item in pricing table with Zapier

    Add optional item in pricing table with Zapier

    1 vote

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  10. Table of Contents: use respective Heading Capitalization

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. JavaScript SDK Preselect Template

    It would be really nice to be able set what template you want to open up from the JavaScript SDK and not force the user to pick every time. This would just make the process more streamlined and better for the user. I envision just setting the template ID right in the data object when it calls the doc editor.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. Verification if a recipient opened an attachment to a contract

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Audit Trail - Recipient Analytics - Pages Viewed

    I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, such as which Pages were viewed.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  14. Automate calculation of volume-based fee for pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Pass token values from Zoho into the PandaDoc pricing table columns

    1 vote

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  16. See the progress of catalog products import

    The option to see the progress while importing catalog products, rather than just receiving an email once the action is complete.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field

    HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field

    1 vote

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  18. Notification alert when an integration is not working

    Notify account owner when an integration is not working.

    1 vote

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  19. generate a link to the document from CRM

    generate a link to the document from CRM

    ticket https://pandadoc.zendesk.com/agent/tickets/536727

    1 vote

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  20. Ability to adjust some products within the pricing table so they are visible, but are not calculated.

    Ability to adjust some products within the pricing table so they are visible, but are not calculated.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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