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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7120 results found

  1. [API] Decline document via API

    api call has the ability to decline document

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  2. requesting recipients' consent for tracking activity before opening a doc

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  3. Allow the account holder to opt-in to auto pay in Settings.

    1 vote

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  4. The ability to support multiple roles in salesforce

    1 vote

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  5. Hide document amount for payment before it is signed

    1 vote

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  6. Add Document declined trigger event in Zapier

    2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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  7. Add Document sent trigger event in Zapier

    1 vote

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  8. Paperform

    paperform native integration: pull data from new submission to the doc

    1 vote

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  9. The ability to provide a users’ management in order to automatize the user’s onboarding via API

    1 vote

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  10. Pop-up with customizable text when a recipient declines document

    1 vote

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  11. The ability to share the link in order to bulk send the documents

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. The ability to unrestrict the locked blocks in bulk

    1 vote

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  13. Restrict block editing for a specific role

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  14. Ability to see who created documents from a specific template

    1 vote

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  15. [Upload] PDF over 500 pages

    Upload PDF files that contain over 500 pages

    1 vote

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  16. Show user's (not all the workspace's) documents in dashboard by default

    When a person with a "member" role logs in, only the documents of this person are displayed in the "Dashboard". When a manager or an admin logs in to the system, they see the documents of the whole workspace and can choose to show the documents of a specific team member. The feature request is to be able to make the dashboard show only the manager's/admin's documents by default when they log in.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Make the Document Value Required option

    Make the Document Value Required to fill out instead of it being option

    1 vote

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Zendesk Support Account Tokens

    Ability to pull account data from ZD support to PandaDoc.

    1 vote

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  19. Generate signature certificates for Bulk Send

    Mass generate separate signature certificates for the documents that have been sent in bulk.

    1 vote

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  20. The ability to have Documents with a certain tag, like "invoice", automatically be put into a certain folder, ie. our "Invoices" folder

    1 vote

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