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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6497 results found

  1. Nutshell Integration for EU server

    The Nutshell integration to be made available for accounts in the EU server.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. SMS verification for bulk send

    Have the ability to add in SMS verification to bulk send

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Display profit margin in the pricing table

    Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. Proposal for Implementing Dynamic Subject Line Modification in Automated Email Transmission Support

    This proposal advocates for the integration of a dynamic subject line modification feature within our automated email transmission system. The proposed functionality aims to enhance communication efficiency by enabling automatic adjustments to email subjects based on predefined criteria or user-defined parameters. By incorporating this capability, our system can adaptively tailor email subjects to better reflect the content or context of the message, thereby improving recipient engagement and overall communication effectiveness. This proposal outlines the rationale, implementation strategy, potential benefits, and considerations for integrating dynamic subject line modification support into our existing email transmission infrastructure.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. [Document.SeqNumber] to add a new sequence number to the added document

    To have an option where each of the further added documents to an already created document will have a new sequence number

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Redirect URL setting for Forms

    Option to setup redirect URL setting for Forms

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  7. Ability to set a default document name when creating a document from a template.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Send a document via email after it has already been shared via a link, without needing to revert the document to Draft mode

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Option to subtract the fee from the total, rather than adding it to the price

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Ability to recover deleted folders

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. Document Delivery: SMS and Email

    The ability to send documents both via SMS and Email at once.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. The "All Documents" / "Created by me" view should display the name of folders where the documents reside

    The "All Documents" view should display the name of folders where the documents reside.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  13. Radio buttons field: ability to adjust the field size.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Option to add metadata to documents not using API

    Ability to add metadata to documents created from templates using the PandaDoc editor.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Send document via Text (SMS): ability to consent to receiving documents via SMS by typing 'Start'

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Recipient can regenerate a document

    The recipient can't regenerate a link when it's no longer available. At the moment if i go to an expired pandadoc session i just get a "not found" when i would like my user to have the option to regenerate a session (to see or sign the document).

    I guess that you don't have such an option but you'll see in my previous message attachment how yousign handles this use case and how you could implement it.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Have the option to add one person as a CC to all of the documents

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Add custom templates to the Template Gallery

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. New Connector App - envisionLXPJ - Promote your Integration Partners - Help Launch their products

    We need help from PandaDoc.

    We would love PandaDoc to profile us and create awareness of our new Connector App, like you recently did in your article named What’s New in PandaDoc: New CRM syncs, Smart Forms, and more

    Envision Digital Pty Ltd is a long-term Certified Partner of PandaDoc. We are based in Perth, Western Australia. We have built and commissioned a self-funded a global Multi-Connector App called envisionLXPJ. PandaDoc is used in all 3 multi-integrations.

    envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

    Our Multi-Connector App integrates the following:

    1. Integration 1 - Lead Gen & CRM (Formerly SharpSpring) with PandaDoc. This automated…

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  20. SMS open analytics - determine if the recipient prefers SMS over email or vice versa

    SMS open analytics (determine if the recipient prefers SMS over email or vice versa)
    Helps identify demographics of recipients that prefer one over the other to increase open and complete rate.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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