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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6836 results found

  1. The ability to add pages from completed documents to the content library.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Zapier automation that notifies when someone leaves message in chat

    Zapier automation that notifies when someone leaves message in chat

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. Remove role and its fields during document creation when the role is not assigned

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Prevent a user from modifying a doc created from a template before sending it

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. When both Order and Contract have been completed set status to Closed in Salesforce

    When both Order and Contract have been completed set status to Closed in Salesforce

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. To "unhide" the option to cancel.

    The current navigation to the cancelation button is very difficult. It's displayed in settings > Billing which wasn't obvious for the client.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  7. set document currency via api

    1 vote

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    0 comments  ·  API  ·  Admin →
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  8. Document warning message: when you edit document make the warning message more visible (red) and indicate you cannot retrieve it

    when you edit document make the warning message more visible (red) and indicate you cannot retrive the signed document

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  9. Auto numbering for content library items

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  10. Ability to apply logo only on certain pages

    apply logo only on certain pages

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Ability to automatically mass-update custom product fields in templates and library items

    1 vote

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. download graphs in the reporting tool

    https://app.pandadoc.com/a/#/reporting/workflow-overview

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Link a PandaDoc document to a Pipedrive deal via Zapier.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Customize SalesForce PDF trigger

    Possibility to auto-link PDF to the object you create the document from and other objects linked to the parent one.

    1 vote

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  15. Legal advising software

    Integration with Legal advising software to help with agreements

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Refresh Document Status in Inbox

    Status of document under Inbox does not automatically update/refresh once a document has been signed already. Since the behavior of your app is, it will open a new window to display the doc for signing. Is it possible that upon finishing the esigning process, it will also refresh the inbox page. Pls see below steps to further understand what the user wants to happen.
    Steps:

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  17. Select default window in PandaDoc: Make Inbox pop up first when logging in

    Wants to have the Inbox pup-up first everytime a user logs in to his/her PD account, instead of the dashboard.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  18. Log email reminders to Salesforce

    Templates are setup to send reminder emails to customers. Is it possible to log those email reminders to Salesforce?

    1 vote

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  19. set up a condition with which there will be no invoice generated in Xero once you manually close the payment with PandaDoc.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  20. Too Many Clicks

    There is way too much clicking required for the salesperson to enter in fields. We have to click the field to get it active and then double click to edit. Its death by a thousand clicks. Also, there is no "tab" function to tab to the next editable field. We'd like to see the user experience improved by fewer clicking (go straight to edit mode) and ability to tab to the next fields.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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