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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7262 results found

  1. Move the pricing table properties to the pricing table section on the right side, rather than clicking on the pricing table and going to properties that way. It's not intuitive.

    2 votes

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  2. receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)

    2 votes

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  3. 2 votes

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  4. Option to make 2 rows as a header in the regular table so these 2 rows are shown on the new page in case of page break

    2 votes

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  5. Add signatures to notarized documents after the session has been completed. Use case:
    I am needing to notarize a document with two different humans who cannot sign together. I was planning on just having one sign the actual (long document) then have the second person just sign a page with a notary block. Is it possible to then add that last signature and notary block to the signed locked document?

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  6. 2 votes

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  7. Abilty to move workspace from one account to another

    2 votes

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  8. We use iauditor by Safety Culture for our site audit reports. Can Safety Culture be integrated? What would be the cost? As per this link, it can be done https://zapier.com/apps/pandadoc/integrations/safetyculture

    2 votes

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  9. Ability to set additional parameters for the silent = true where it can allow the option to send out a PDF
    to the recipients even if the notifications are suppressed

    2 votes

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    0 comments  ·  API  ·  Admin →
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  10. Since there are API users and documents created via API, it would be great to have a custom role where members can view and edit only documents created by the API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  11. I would like to collect data from the customer using a Pandadoc and feed the information back to Hubspot. This data should ideally be stored in the Company object (and not the Deal object).

    2 votes

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  12. Option to rotate content (pages of the document) back and forth with arrows

    2 votes

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  13. Option to have a button navigation in a middle of the page

    2 votes

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  14. Option to download a template so that it appears the same way as it does in the editor. For example: variables highlighted in yellow, the Smart Content block with the options is visible, etc.

    2 votes

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  15. I have been building a few Zapiers to assist in our workflow but have hit a roadblock in you do not seem to support the function of "Updating a Document" via Zapier.

    You're API does support this via PATCH (https://developers.pandadoc.com/reference/update-document) but there is no pre-built function in Zapier to do this.

    Do you think this is something that will come in future?
    Is there an existing Product Update request I can upvote?

    Our use case: We're attempting to connect Panda with Active Campaign and Update the draft "Created in AC" document your integration creates with pre-filled contact information…

    2 votes

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    1 comment  ·  API  ·  Admin →
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  16. When communicating in the chat of a document, you can mention a group by typing "@" followed by the group's name. This notifies all group members and directs their attention to the message.

    2 votes

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  17. Option to include manually uploaded signed documents from the audit trail (documents that were uploaded during document status change) in bulk download.

    2 votes

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  18. Sync Zoho Invoice Catalog Items with Pandadoc Catalog Items so that when a catalog item is updated in one software, the other automatically updates (rather than having to update each software separately.)

    2 votes

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  19. We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis

    2 votes

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  20. Require the form signer to fill in all prompt options to be able to review the document

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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