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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6118 results found

  1. Ability to convert content library items to image library items or to move CLIs to the image library

    2 votes

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  2. Integration with ReAmaze CRM

    2 votes

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  3. Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.

    2 votes

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  4. 2 votes

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  5. 2 votes

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    1 comment  ·  Other  ·  Admin →
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  6. Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. The doc says the Default is 50 and Max is 100. We need more results during the document list API call

    2 votes

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    0 comments  ·  API  ·  Admin →
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  8. It would be helpful if we were able to run a report based on Updated Date and not just by Documents Created, Sent, and Completed. There was a time before the reporting had been updated where we could see all document activity for a given day based on the Updated Date. This would give me a complete picture of activity (Created, Sent, Updated, Completed) for that given day. Thanks!

    2 votes

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  9. The signed document can be added as PandaDoc document to a new document which is not signed.

    https://pandadoc.zendesk.com/agent/tickets/403225

    2 votes

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  10. a separate Send action in Zapier

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. 2 votes

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  12. Ability to prevent users from manually changing status but still have document editing privileges.

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. 2 votes

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  16. Our team members are not that good with the English language and so we would like to have an option to translate the platform's language from English to Thai.

    2 votes

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  17. For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document

    2 votes

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    0 comments  ·  API  ·  Admin →
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  18. 2 votes

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  19. 2 votes

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    0 comments  ·  API  ·  Admin →
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  20. Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.

    2 votes

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