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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6413 results found

  1. to be able to bundle the signed document and a new one

    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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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. a separate Send action in Zapier

    a separate Send action in Zapier

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Automatically make Hubspot Deal owner to be a new document owner

    2 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  4. Limit Manual Status Change Function

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

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Show the exact time document status was updated in Timeline (not 15 hours ago, but an accurate time)

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Extract data from fields in documents sent in bulk in a CSV

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. trigger to login in PandaDoc

    triggers to login process after typing username and password and then clicking/pressing ENTER

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. The ability to add pages from completed documents to the content library.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  9. Thai language for PandaDoc platform

    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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    0 comments  ·  Localization  ·  Admin →
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  10. use the API to combine templates

    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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  11. Possibility to add tax to a section

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. set document currency via api

    2 votes

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    0 comments  ·  API  ·  Admin →
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  13. One Step Signing: weblink that a customer can click and sign in one step, rather than a long document they need to fill in

    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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    1 comment  ·  Recipient Experience  ·  Admin →
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  14. Auto numbering for content library items

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  15. Ability to pre-populate signature field with the client's signature so when they receive a document they only have to select their signature

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  16. Ability to automatically mass-update custom product fields in templates and library items

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Stripe: Prevent Doc Sender from Sending Doc with Themselves as the Assigned Payer

    Prevent users from sending a document with the Stripe payment app if the assigned payer is the same email as the document sender.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  18. Option to write in content with a digital pen that converts into text

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Option to have the signature appear with a frame around it with the transaction ID number.

    Option to have the signature appear with a frame around it with the transaction ID number.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  20. Improve algorithm for Viewed Proposal detection (client spam filter opening links)

    Many of our sent proposals are being marked as Viewed even though the client has yet to open the URL. This is due to their strong spam filters opening the links automatically in a sandbox environment before delivering the email as safe to the staff mailbox.

    Two items that could improve accuracy for the Panda view status here:

    1) How long after sending did the link/s get opened? If it was within 1-2 minutes it is highly likely a spam filter

    2) Consider including an extra link in the body of the email. If this was clicked within seconds of…

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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