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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7643 results found

  1. Ability to use the collect card details field in relation to Chargify/Maxio

    Ability to use the collect card details field in relation to Chargify/Maxio.
    Currently, you can only use this field with Stripe.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Allow user role changes for more than one member at a time

    Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.

    4 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  3. Users' activity: determine the documents to which a Collaborator collaborates

    How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

    I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

    The only 2 "bad" options I've considered are as follows:
    delete the user…

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Ability to choose which recipients receive signature certificate

    Ability to choose which recipients on the document receive the signature certificate.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Upload Documents to Rooms

    Ability to let Recipients upload documents to a Room

    4 votes

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    1 comment  ·  Rooms  ·  Admin →
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  6. Link signature fields via field ID to auto-populate across the document.

    Ability for users to link signature fields

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Saved Messages in Bulk Send

    Ability to pull the saved messages in bulk send feature

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Template Thumbnails (embedding)

    Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Product bundle: automatic update

    Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
    For now, only regular products are updated in template.

    4 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Ability to set up "Home overview" section in a way so that all users' documents are visible there.

    Ability to set up "Home overview" section in a way so that all users' documents are visible there.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Update document value if specific radio button is checked

    Update document value if specific radio button is checked

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Option to request payment before sending a document

    4 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  13. Adjust the size of the background image manually

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Salesforce integration - pull multiple related records on a document

    It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).

    Thank you for your consideration!

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Option to track user actions within the account

    The ability to track actions such as who has logged in/out and who has removed documents, etc.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  16. Duplicate document within PandaDoc panel/widget in Salesforce

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Allow Collaborators to use search function

    Allow Collaborators to use the search function for documents that have been shared with them.

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Kiosk: Forms

    The ability to use forms in kiosk like survey monkey do

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Remove the option to leave a public comment on a form

    Remove an option to leave a public comment on a form for the recipient

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  20. Being able to pull any product info (example SKU) into the Report

    4 votes

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    0 comments  ·  Other  ·  Admin →
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