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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

    2 votes

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  3. 2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  4. Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.

    2 votes

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  5. 2 votes

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  6. 2 votes

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  7. Button accept before signing the document from the clients' side.

    2 votes

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  8. 2 votes

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  9. api revision number token for document changes

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  10. 2 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  11. 2 votes

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  12. Be able to to unzip downloaded files with overly long file names.

    1 vote

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  13. When editing the details the rules inside of a quote, make "back" take you to the quote page, rather than exiting out of the template altogether

    1 vote

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  14. 1 vote

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  15. Since PandaDoc integrates very well with most CRM software's, it would be very helpful to have conditional logic features based on the information PandaDoc is accessing through an integration from a CRM. Currently, it is extremely cumbersome to have to create separate PandaDocs for various client scenarios that are being pulled from a CRM. With conditional logic built into the Tokens this would streamline the process to allow one document to vary based on information inputted from the CRM

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  16. By default, SMS is included along with sending the document via email. ("Email / Text (SMS)"). Request for the SMS option to be removed/turned off completely, for users that will never use this method.

    1 vote

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  17. Instead of just making templates available to download automatically to Sharepoint, please make it to where we can assign sharepoint folders to all documents. Example: if I have a folder titled Proposals in my Sales Workspace I should be able to assign an automation that any document added to that folder also uploads to Sharepoint. Also, there should be a way to assign a folder to all signed docs. Example: I send a document that isn't a template, after it is signed it automatically goes to a backup folder in Sharepoint.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. Panda has taken away the functionality to send more than one reminder within 24h. This is affecting our business. It happens a lot that the emails sent via the Pandadocs space, lands in a client's spam box. When we send a reminder, the reminder will go to the client's inbox. Sending more than 1 reminder within 24h therefore assists us in getting agreements signed and we have never had any complaints from our clients with the reminders. Panda customers should be able to set their own limits for reminders.

    1 vote

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  19. An option to see API requests on a monthly scale. I want a visualizer that can go up to past 7 days or past 14 days

    1 vote

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    0 comments  ·  API  ·  Admin →
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  20. Have the ability to assign the fields when the signer is changed. At the moment, when a document is in draft mode and the sender decides to change the signer (without Template Roles), the fields are changed to unassigned instead of assigning it to the new signer.

    1 vote

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