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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6012 results found

  1. A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    1 vote

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  2. New wizard: the full list of the contact parameters when creating a document.

    1 vote

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  3. Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.

    This would mean the ability to actually sign a check in PandaDoc for processing.

    1 vote

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  4. Zoho: pass products from related lists (not from the products in deal directly).

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1

    1 vote

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  6. When adding a new page, the orientation of the previous page is used with the new one.

    1 vote

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  7. use the forms feature with Nimble integration

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. 1 vote

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  11. PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.

    1 vote

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  12. every email open means someone is thinking about their quote
    so it would be an awesome feature

    1 vote

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  13. Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.

    1 vote

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  14. 1 vote

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  15. Currently system tokens must be filled manually while using our mobile application.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  16. 1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  17. Would like to have an option to set up logo for specific e-form not for the whole account/workspace

    1 vote

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  18. I do receive an e-mail saying that the supposedly person has accessed to the platform (name of the person of the link in PandaDoc) not the recipient of the link, which is not true

    1 vote

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  19. We need a way to BULK select multiple user names/emails when needing to change the license type. Having 450+ licenses, I need a way to do things in GROUPS....not just bulk deleting, but also bulk CHANGES when needed.

    1 vote

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  20. If a field's font size is altered, it no longer is affected by font changes made in the design settings. It would be nice to have the option to force changes to apply to every single field on a document, regardless of whether or not it has been previously changed.

    1 vote

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