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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6360 results found

  1. A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    1 vote

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  2. New wizard: the full list of the contact parameters when creating a document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. 1 vote

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  4. null is not read by the system while creatding docs from templates via API, but it should be fixed

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.

    This would mean the ability to actually sign a check in PandaDoc for processing.

    1 vote

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  6. Zoho: pass products from related lists (not from the products in deal directly).

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1

    1 vote

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  8. When adding a new page, the orientation of the previous page is used with the new one.

    1 vote

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  9. use the forms feature with Nimble integration

    1 vote

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  10. 1 vote

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  11. Notifications for several PandaDoc workspaces using MS Teams

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. native ERP connection with Docusign

    1 vote

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  15. PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.

    1 vote

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  16. every email open means someone is thinking about their quote
    so it would be an awesome feature

    1 vote

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  17. Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.

    1 vote

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  18. 1 vote

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  19. 1 vote

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  20. Currently system tokens must be filled manually while using our mobile application.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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