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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7350 results found

  1. Ability to filter or disabled integrations in the workflow creation process.

    I don't use 99% of the integrations available in workflows. It would be very helpful if a filter tool on the left side of the "Create a workflow" screen allowed me to choose which integrations I want to see workflows for. That way, I don't have to search for exactly what I want. A crude UI/UX example is attached.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  2. Option to approve new users

    When people add others to my team I would like the option to approve

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Customize SMS Reminder

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. Prevent/ block recipients from screenshotting documents

    Prevent/ block recipients from screenshotting documents

    1 vote

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  5. The ability to download documents with blank pages

    Documents are not able to be downloaded via PDF if there are blank pages in the document. This requires the document to be put back into draft status, edited, and re-sent for signature.

    1 vote

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  6. Document show viewed only if a signer viewed

    Ability to not have the status change from viewed to Sent when people that are CC'ed open and view the document. Have the document change status from Sent to Viewed only when the Signer has opened and viewed the document.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Deluxe Payments Platform (DPP).

    DPP payment gateway (Deluxe Payments Platform (DPP)).

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  8. Ability to keep the template currency when importing products from Pipedrive.

    Ability to keep the template currency when importing products from Pipedrive.

    1 vote

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  9. Ability to set up multiple choice within the pricing table via API.

    Ability to set up multiple choice within the pricing table via API.

    1 vote

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  10. Reporting: Rejection

    To be able to report on document rejection stats, examples:
    -which templates are being rejected
    -which creator
    -which approval step is it rejected at
    -how many times is the document rejected before approved

    And somewhere to view the rejection comments

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  11. Upload PandaDoc signed documents to Nimble CRM contacts files.

    Every document signed by a client or associate, will be uploaded to a CRM, in this case Nimble. This automation will save time on manually adding hundreds of files into nimble.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. Export Home section data into csv

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Set up the format for different currencies in the workspace settings

    Set up the format for different currencies in the workspace settings

    1 vote

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  14. Option to include company name in the reporting

    To show the company name in the report as we have some signers signing for multiple brands

    1 vote

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  15. Edit Email Subject Line Inviting Collaborators

    Have the ability to edit the subject line when inviting a collaborator

    1 vote

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  16. Ability to adjust video links via API.

    Ability to adjust video links via API.

    1 vote

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  17. HubSpot two-way sync: add the document link we generate to an email on HubSpot

    HubSpot two-way sync: add the document link we generate to an email on HubSpot

    1 vote

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  18. View the resolved suggestions on a completed document

    We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?

    1 vote

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  19. Option to Download the Uploaded File from Collect File Field in HubSpot

    The customer would like to be able to download the uploaded file from the 'collect file' field in HubSpot.

    1 vote

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  20. Request for CSV File in Bulk Send to Automatically Sync Phone Numbers from PandaDoc Contacts

    Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.

    1 vote

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