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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    12 votes

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  2. provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    12 votes

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    Idea  ·  1 comment  ·  Esign & Notary  ·  Admin →
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  3. Content Library search inside a folder

    12 votes

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  4. Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    12 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  5. Assign custom fields to columns in the Price Table

    12 votes

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  6. 12 votes

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  7. 12 votes

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  8. Salesforce integration with Pandadoc on Ipad

    12 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  9. Be able to add PandaDoc component to SalesForce community page

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Would like to have more filters for the templates. Like top 3 used templates.

    12 votes

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  11. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    12 votes

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  12. 12 votes

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  13. report of all the signed documents using specific IP addresses

    12 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  14. It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    12 votes

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  15. Advance reporting to show total time viewed on each document.

    12 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  16. New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    12 votes

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  17. 12 votes

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  18. Forwarding documents option for API.

    12 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  19. 12 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  20. Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    12 votes

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