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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6307 results found

  1. Ability to pass clickable URLs from Salesforce fields into PandaDoc fields

    3 votes

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  2. It would be a useful feature to add multiple brands within the Branding Settings in the same workspace. Currently there is only the option to set up one brand.

    3 votes

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  3. The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.

    3 votes

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  4. Do suggestions and turn on suggest edits through the API automatically

    3 votes

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    1 comment  ·  API  ·  Admin →
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  5. To have an ACH payment flow (recipient guide) for instant Verification

    3 votes

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  6. [API] call that will allow customizing the recipient's view.
    For example, change the color of button "Start signing".

    3 votes

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    0 comments  ·  API  ·  Admin →
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  7. Catalog item names restricted to 120 characters

    3 votes

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  8. Add the option to import or select a default dropdown item list. As an example have a template for state as a drop down item. Instead of having to add every state manually as a drop down item having a template list that can be added when the drop down field is added to a form\document.

    3 votes

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  9. Option to have webhook event for the expired link (if the document link expires)

    3 votes

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  10. reporting data sent to email

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  11. To be able to Get the total number of the documents within a status ( different statuses) via API

    https://pandadoc.zendesk.com/agent/tickets/469921

    3 votes

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    1 comment  ·  API  ·  Admin →
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  12. 3 votes

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  13. We have Recipient View Settings for each item in Quote Builder set by default as Edit Quantity/Optional item - toggle off, Pre-select item for recipient - toggle on.

    The client would like to have the option to set up different Recipient View Settings as a default setting for the Quote Builder, for example, Edit Quantity/Optional item - toggles on, Pre-select item for recipient - toggle off. So they wouldn't have to set up those setting every time for the product item that they will be adding to their Quote Builder.

    3 votes

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  14. Option to restrict sending document with unresolved inline comments

    3 votes

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  15. I have a client who is curious about how many trees they've saved up while they're using the paperless transaction of PD.

    They want to know their stats on this, in terms of sustainability.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Improve Form results user experience, meaning instead of downloading the results as a csv file, that is not the best user experience we could:

    1 - Open form results and statistics on our platform where users could see the form results over time, trends and other potential data.

    2 - Have one or more integration actions such as Open Results on Google Sheets or Open Results on Online Office Excell.

    Option 1
    Pros:
    - Brings more value for our clients, as we can continue to improve the user experience and the capabilities of our product.
    - We can reuse some…

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. When hovering the cursor over fields marked not required, recipients will see the word 'Optional'.

    3 votes

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  18. Download the PDF with the assignee information beside the fillable fields

    3 votes

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  19. Option to add metadata to the forms

    • Will allow the user to add / store meatada in forms
    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  20. Option to hide all pricing table columns except the main total

    • will allow the user to hide all of the columns in the pricing table except the main totals.
    3 votes

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