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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6683 results found

  1. In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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  2. Ability to set roles later on when setting reciepients..

    1 vote

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  3. Ability to use "this month" filter for the reporting.

    1 vote

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  4. Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

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  5. If a customer attempts to upload a .doc file (old Microsoft word), give a warning that it is not compatible, and to use .docx instead

    1 vote

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  6. 1 vote

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  7. Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.

    1 vote

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  8. 1 vote

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    0 comments  ·  API  ·  Admin →
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  9. Flexibility on expiration date settings for South American clients
    (i.e send the document weekly and then monthly)

    1 vote

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  10. Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?

    1 vote

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  11. 1 vote

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  12. Split payment amounts between two different cards on a single document

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  13. Assign a Pricing catalogue to be used with a particular template.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.

    1 vote

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  15. remove Open PandaDoc option from the page once the recipient signs the document.

    Open the document and Open PandaDoc are two different hyperlinks. The first one is created for opening the PandaDoc document and the second one is for the PandaDoc account.

    Your clients do not need to have or see the recommendation about a free trial. They just sign the document and need to open it via their email not via the last page they see once the document is signed.

    https://pandadoc.zendesk.com/agent/tickets/396379

    1 vote

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  16. Option to add a percentage fee only for one separate section

    1 vote

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  17. to show Date Only without time stamp when a document is created

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  18. 1 vote

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  19. Zapier automation that notifies when someone leaves message in chat

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. 1 vote

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