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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7551 results found

  1. Option to get a video to automatically pop up when a client opens the agreement

    4 votes

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  2. 4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Ability to use braintree as a payment gateway

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. 4 votes

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  5. 4 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  6. 4 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  7. 4 votes

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  8. When tag is applied the date modified time stamp should update. This would allow for better reporting.

    4 votes

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  9. 4 votes

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  10. 4 votes

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  11. 4 votes

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  12. 4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. 4 votes

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  14. Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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  15. 4 votes

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  16. Automatic document transfer from Hubspot to Salesforce.

    4 votes

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  17. Add a permission to custom roles that allows the option to enable or disable the document sharing via link feature.

    3 votes

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  18. Ability to customize the order of the variables on the variables tab. Currently, you can only do this by category and document folder. Would like the ability to organize them however we want.

    3 votes

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  19. Change the logo shown on the desktop tab to match the branding setting logo. Currently, it shows the PandaDoc logo

    3 votes

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  20. Currently it is only possible to set silent = true or false at the document level. There are scenarios where recipient level control is needed, e.g. for embedded signing. If recipient A is embedded signing and recipient B is signing from email, we wouldn't want recipient A to also receive email notifications.

    Related to the personal message at recipient level feature request, which is also currently document level only: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/43994823-customize-select-personalize-email-messages-for-mu#comments

    3 votes

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    0 comments  ·  API  ·  Admin →
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