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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6413 results found

  1. Download the PDF with the fields reflecting who they're assigned to.

    Download the PDF with the assignee information beside the fillable fields

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Ability to collect form data and map to Google Sheets

    It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Adding a "Complete" status to the documents with payment gateways

    The documents with enabled gateway integration don't have a status "Completed" when signed, only "Waiting for payment" and "Paid". There should be a transition status added

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. more options to sort document

    categorize the documents in the completed category so that they are organized based on document type or degree of processing

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  5. Attach a File on the Send via Email Window to the Email Notification

    Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  6. A notification to be sent to Account Owner for every created Template or Document

    A feature / On/Off button that triggers a Notification to the Workspace owner for every new documents/template created.

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Download completed document in docx format

    Download completed document in docx format

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Default Signature for PandaDoc Users' Signing as a Recipient on a document sent to them by another PandaDoc user.

    The customer has to re-upload their signature every time they sign a document sent to them by another PandaDoc user. They would like to have their saved signature available when signing as a document recipient.

    4 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  9. Map multiple line items custom properties with one column in pricing table

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Support .XML file type

    Upload .xml files

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  11. An ability to expand the size of the Date field

    4 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  12. Update PandaDoc Document Status based on Salesforce Opportunity Stage

    So we are currently able to update the Salesforce Opportunity Stage when the status of related PandaDoc Document is changed (i.e. PandaDoc Document Completed = Opportunity Stage Closed Won) but we would like the ability to do the opposite. The use case here is we would like to mark all outstanding "sent" documents as 'Declined' when we move the related Salesforce Opportunity as Closed Lost. This will ensure there are no outstanding documents "hanging out" that are related to dead sales opportunities.

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. QES providers approved in Switzerland

    QES provided by Swisscom ii. QuoVadis Trustlink iii. SwissSign iv. Bundesamt fur Informatik.

    4 votes

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    1 comment  ·  Approvals  ·  Admin →
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  14. Number of Pages on Docs Statistics (environmental contribution)

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  15. Payment Options Mail a Check

    The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.

    4 votes

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    2 comments  ·  Quote to Cash  ·  Admin →
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  16. to be able to to reply via email to the person who initiated the chat for documents sent via API

    to be able to to reply via email to the person who initiated the chat for documents sent via API

    4 votes

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    0 comments  ·  API  ·  Admin →
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  17. Filter API logs by custom date

    It will be very useful if user will be able to filter logs by custom date interval on the Developer Dashboard

    4 votes

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    0 comments  ·  API  ·  Admin →
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  18. Have Document Summary on the left hand side panel without the Table of Contents

    Allow the addition of a Document Summary without having the Table of Contents

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Lock the size of a text field to prevent a text from rolling over the field

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Show page numbers in TOC in exported docx file

    Show page numbers in TOC in exported docx file

    The TOC is working when the heading is clicked but the page numbers are not exported along with TOC

    https://pandadoc.zendesk.com/agent/tickets/436693

    4 votes

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    0 comments  ·  Other  ·  Admin →
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