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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. The "viewed" filter in the Documents view encompasses both "signed by none" and "signed by the 1st party, not by the 2nd" documents,

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. A document reference number to use for locating/identifying a document within PandaDoc-that can also be referenced by PandaDoc Support team

    1 vote

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  3. HMAC 512 version for Webhooks

    On our side we're able to read only HMAC signatures in version 512 but you offer only HMAC-256. Are you able to bump-up the HMAC version (or add as another option) or enable option for send custom header with any kind of secret string for verify webhook?

    1 vote

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  4. Support ticket log

    Ticket log for account so users can see what other tickets have been submitted/what others have asked about.

    1 vote

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  5. Edit profile info in the mobile app

    The option for the client to have the same settings as the webapp in the moblie app.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  6. Increased document total after auto-renewal

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. total Value either at the top of the bottom should be present

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. create an automatic email to my clients that let them know we received their signed documents

    1 vote

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  9. Send button on the right hand side

    Far preferred when Send button was on the Right Hand side

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  10. Build.com

    integration with build.com

    1 vote

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  11. Add a Weight Field with Subtotal or a Generic Whole Number Field with Subtotal

    The addition of a Weight field along with a Subtotal for it would be very beneficial for Logistics work.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Additional column in pricing table

    Add additional column in pricing table (optional) example;
    1 LF of product = 20.3sqft of product.
    To be calculated automatically based on data from catalog.
    And have list of suffixes for each, set in catalog.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Sendinblue

    Integration with Sendinblue

    1 vote

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  14. scheduler that i can autosend an approval document each day

    scheduler that i can autosend an approval document each day

    1 vote

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

    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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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. [Bulk Action] Add the same image for multiple items in the catalog

    add the same image for multiple items in the catalog at the same time

    1 vote

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  17. New wizard: full list of contact parameters

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

    1 vote

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  18. Merge a barcode from Salesforce

    1 vote

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  19. youtube search

    The current Video workflow requires you exit Panda doc to search for a video url, then copy paste.

    It would be far easier to search YouTube from within Panda doc.
    If you could limit the scope of search to a specific account even better.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Option to create a sub-account under an existing account

    create sub account for another user under the current active account and that user should not be able to view older documents signed

    1 vote

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