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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6452 results found

  1. Delete a document from Inbox using PandaDoc mobile app

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  2. Software as a Service | Microsoft Azure ( SaaS)

    Software as a Service | Microsoft Azure ( SaaS)

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. custom email when the PDF of the completed document

    custom email when the PDF of the completed document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Automation: Document Sent or Opened, Change Stage

    It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  5. Automation: Send a document based on the selected choice of a recipient from the first document

    Would like the automation to send a document based on the choice that a recipient made on the first document

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. Text block restricted by table cell

    Option to make fillable text field only stretch to the perimeters of the table cell

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Ability to calculate the total weight of products within the quote.

    Ability to calculate the total weight of products within the quote.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Toggle download option for recipients on sent documents

    The ability to toggle document download option for recipients even after the document has been sent.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  9. Integration with Notion, so that we can send multiple documents from Notion CRM at the same time for a single employee

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. All automations to be available for EU Server

    1 vote

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  11. Have Slack integration with EU Server

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. CAQH compliant

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  13. the Signature string Word feature to convert this signature into a PandaDoc document

    the Signature string Word feature to convert this signature into a PandaDoc document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. When recipient sign automatically send another document for that recipient for signatures.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  15. Variable questionnaire

    The ability to have recipients complete a questionnaire before opening a document which would place those answers within variable/fillable fields

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. create custom fillable fields

    The ability to create custom fillable fields

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Folder with files uploaded to a document

    Option to have a folder you can see all files uploaded to a document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Send notifications to users when there are disruptions in service

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Set a default workspace on each Salesforce object

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. Ability to delete recipient uploaded content via Collect Files Field

    The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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