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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6818 results found

  1. 2-way sync with SFDC - Approved in SFDC automatically approves document

    Wants the workflow of approval to be that once the deal is approved the document associated will automatically be approved as well.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. Payment scheduling on QB

    The customer wishes to have the capability for payment scheduling using the QuickBooks payment gateway.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Ability to put signature field inside the text block and not just on top of it.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Option to see who completed the document from the document list

    The client would like to see who exactly had completed the document because the status shows as "Viewed" until everyone has signed it. They wanted this information to be visible without opening the analytics, just from the document list.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Increase recipient limit

    Increase limit of 50 recipient

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. Edit or make revisions on a certain document without affecting it's status

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Conditional Smart Content: when the specified conditions are met, all added items should be displayed on separate pages

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. GreytHR

    It would be helpful for cross team collaboration to have GreytHR integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. EU Server integration with Make tool

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. Automation: Document Sent or Opened, Change Stage

    It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. Text block restricted by table cell

    Option to make fillable text field only stretch to the perimeters of the table cell

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Toggle download option for recipients on sent documents

    The ability to toggle document download option for recipients even after the document has been sent.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  13. CAQH compliant

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  14. Send notifications to users when there are disruptions in service

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. Ability to delete recipient uploaded content via Collect Files Field

    The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Copy/paste Smart Content from one template to another

    Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  17. Mass update the setting for the expiration notification

    Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Automation: Transfer document ownership

    Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Program a date/time to send a document from HubSpot

    Program a date/time to send a document from Hubspot

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Send another PandaDoc document when PandaDoc document status changed to Paid

    Send another PandaDoc document when PandaDoc document status changed to Paid

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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