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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7126 results found

  1. The actual question we have is if it's possible to generate a link to a document in the draft status, allowing the user to send that link directly to a recipient for e-signature instead of having the document sent through PandaDoc app.

    4 votes

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  2. I would really like another variable called "Sent" to select from on the PandaDoc side of this automation. My Pipeline is set up with a quoting stage and a Negotiations/follow-up stage, and it would be nice if the status could change as soon as the quote is sent, rather than just upon completion or declination.

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  3. 4 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Have an option to edit the sent documents from the Actions Required section

    4 votes

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  5. Ability to update a signer without clearing all the fields.

    4 votes

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  6. 4 votes

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  7. When you sign up, you can use any email not only the business email with the custom domain.

    https://pandadoc.zendesk.com/agent/tickets/509043

    4 votes

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  8. Ability to add more than 20 collaborators for an additional charge.

    4 votes

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  9. Bundle completed documents into one. For example, if two documents were signed and completed separately, there should be an option to combine them into a single document.

    4 votes

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  10. Duplicate categories in the catalog

    4 votes

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  11. Ability to connect Chargify to PandaDoc as a payment integration.

    4 votes

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  12. 4 votes

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  13. Please add Japanese as an available language within the UI for clients. Thank you

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Set up the default size for the images in the pricing table. Image automatically align in the cell in the pricing table.

    https://pandadoc.zendesk.com/agent/tickets/502063

    4 votes

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  15. 4 votes

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    0 comments  ·  API  ·  Admin →
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  16. Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".

    4 votes

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  17. Create a multi-step, multi-paged form for the the recipient to go through.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. 4 votes

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  19. limit document creation to be only created from the CRM at the template level
    This will assist with adoption and further implementing best practices.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. 4 votes

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