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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6503 results found

  1. Change Form Layout

    Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. increase document list results

    The doc says the Default is 50 and Max is 100. We need more results during the document list API call

    2 votes

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    0 comments  ·  API  ·  Admin →
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  3. Reporting documents by Updated Date

    It would be helpful if we were able to run a report based on Updated Date and not just by Documents Created, Sent, and Completed. There was a time before the reporting had been updated where we could see all document activity for a given day based on the Updated Date. This would give me a complete picture of activity (Created, Sent, Updated, Completed) for that given day. Thanks!

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  4. to be able to bundle the signed document and a new one

    The signed document can be added as PandaDoc document to a new document which is not signed.

    https://pandadoc.zendesk.com/agent/tickets/403225

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. a separate Send action in Zapier

    a separate Send action in Zapier

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. Automatically make Hubspot Deal owner to be a new document owner

    2 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  7. Limit Manual Status Change Function

    Ability to prevent users from manually changing status but still have document editing privileges.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Show the exact time document status was updated in Timeline (not 15 hours ago, but an accurate time)

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Extract data from fields in documents sent in bulk in a CSV

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. trigger to login in PandaDoc

    triggers to login process after typing username and password and then clicking/pressing ENTER

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. The ability to add pages from completed documents to the content library.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  12. Thai language for PandaDoc platform

    Our team members are not that good with the English language and so we would like to have an option to translate the platform's language from English to Thai.

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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  13. use the API to combine templates

    For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. Possibility to add tax to a section

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. set document currency via api

    2 votes

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    0 comments  ·  API  ·  Admin →
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  16. One Step Signing: weblink that a customer can click and sign in one step, rather than a long document they need to fill in

    Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.

    2 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  17. Auto numbering for content library items

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  18. Ability to pre-populate signature field with the client's signature so when they receive a document they only have to select their signature

    2 votes

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  19. Ability to automatically mass-update custom product fields in templates and library items

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Stripe: Prevent Doc Sender from Sending Doc with Themselves as the Assigned Payer

    Prevent users from sending a document with the Stripe payment app if the assigned payer is the same email as the document sender.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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