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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7424 results found

  1. download the files added to collect files field via API

    download the files added to collect field via API

    https://pandadoc.zendesk.com/agent/tickets/476273

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. Invoices with built in due dates, amounts due, and reminders

    The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  3. Security: Admin will receive a notification if a member logs in outside the office

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  4. When a document with a Smart content block is converted to a template, the smart content block should be converted as well

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Add multiple images for each item in Quote Builder at the same time

    Add multiple images for each item in Quote Builder at the same time

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Show documents created via Zapier in Monday.com

    Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Prompt the sender to complete all required fields before sending the document

    Prompt for document sender to complete required fields assigned to them before sending the document (similarly to the unfilled variables pop-up)

    1 vote

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  8. Date of Deletion: Be able to see the date when a document was moved to Trash.

    Be able to see the date when a document was moved to Trash.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Ability to set the default document listing in Dashboard, Waiting for others section so there's no need to change the documents are listed.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Option to download PDFs in PDFA format

    For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Confluence

    Integrate with Confluence to add digital signatures to Confluence pages.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. Allow all compatible objects/tables for linked-objects

    Our (create) linked-objects API call only allows for a subset of compatible CRM objects.

    We should match all of the compatible CRM objects that our CRM AddOns are configured for.

    For Hubspot, that would be:
    * Contact
    * Company
    * Deal

    For PipeDrive, that would be:
    * People/Person
    * Organization
    * Deal

    If we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. Add object number and client name to the Pandadoc tab in Microsoft Team integration to simplify the search process throughout the recently c

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. [Global Setting] disable the ability for the clients to forward all existing agreements at once

    [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. [HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. Option to view/upload the stamp in the mobile app

    • Will allow the user to upload and view stamp in the mobile App
    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  17. Allow user that is not part of workspace to receive notification of approval

    Allow a user not part of the workspace to get notification of approval.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  18. The ability to review any actions made by the recipient (what fields they filled it, what optional fields they skipped etc)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Option to save email body automatically

    Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Change payment email after Doc is signed

    I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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