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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7652 results found

  1. 2 votes

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  2. Button accept before signing the document from the clients' side.

    2 votes

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  3. 2 votes

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  4. api revision number token for document changes

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  5. 2 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  6. 2 votes

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  7. Have the ability to set default recipient permissions for the entire Workspace (currently only available on the template level)

    1 vote

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  8. Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.

    1 vote

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  9. Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.

    1 vote

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  10. Our sales reps are using PandaDoc on the iPad to price and sell Landscaping jobs. We need to be able to take a picture of a sketch to further clarify the scope of work and have the picture incorporated into the proposal/quote.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  11. Sales reps need to be able to open a new document via a template in the field and link the document to an existing Pipedrive deal using the iPad app

    1 vote

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  12. I am unable to edit product descriptions when logged into PandaDoc in Safari. It works in Chromium-based browsers.

    1 vote

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  13. Add the option to password protect documents sent via bulk import

    1 vote

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  14. Add the option to password protect documents sent via bulk import.

    1 vote

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  15. I think it would be great for the "Product bundle" to be optional. like we can set it up on the back end but it may not apply for everyone I am trying to sell. So if would be able to be toggled on and off

    1 vote

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  16. Enable a CC or Recipient role that lets you get notification, including internal verification purposes.

    1 vote

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  17. It would be great to have the ability to filter webhook history in the PandaDoc Developer Center using a custom date range, in addition to the existing preset options. This feature would make it easier to review and analyze webhook events for specific periods.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  18. Please add a specific webhook event that triggers when a recipient shares a document with a new person. Currently, we receive an email notification for forwards, but there is no programmatic way to capture this event to automatically sync new stakeholders to our CRM or trigger follow-up workflows.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. When your name is very long the signature is squeezed and it doesn't long good and professional

    1 vote

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  20. Create a custom ROLE where we can disable Signing order

    1 vote

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