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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7314 results found

  1. Bundles - checkpoints

    checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Manually changing document status in the MS Dynamics iFrame

    Manually changing document status in the MS Dynamics iFrame

    1 vote

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  3. Data on best time to send documents

    Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate

    1 vote

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  4. Ability to export selected PDFs from multiple searches in a single batch

    Ability to export selected PDFs from multiple searches in a single batch

    1 vote

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  5. direct a new document with the transfer data option into the folder the initial document was created in

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  6. Time Block

    Time Block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. CardConnect

    Ability to use the CardConnect payment gateway

    1 vote

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  8. Option to enable to see the recipient on the inbox

    Option to enable to see the recipient on the inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Document value for content library items

    Ability to set the Document Value in a Content Library

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. delete recent templates from document wizard

    option a delete recent templates from document wizard

    1 vote

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  11. One signature generate 2 copies of completed pdf

    user to fill and sign only once, and then two copies are generated based on the one user filled and signed.

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  12. API: Option to Store Web base items like logo, images, reciept etc that has expiration.

    Optionn to store web base items like logo, images, reciept etc that has expiration.

    1 vote

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    1 comment  ·  API  ·  Admin →
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  13. columns to retain their default name in Ev2 once after unhidden

    columns to retain their default name in Ev2 once after unhidden

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Flowplayer Videos

    Flow Player is an excellent alternative to Vimeo and Youtube and it occurs to me that it would not be too difficult to integrate it as another video source in PandaDoc. https://flowplayer.com/

    1 vote

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  15. Ability to add a Template and have its approval retain as part of the Main Document.

    Ability to add a Template and have its approval retain as part of the Main Document

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  16. Ability to add multiple choice selections when creating via the API in EV2

    1 vote

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  17. Processing time

    Would like to speed up the processing time when when running document details call to get a list of 3000+ docs.

    1 vote

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  18. Payment gateway: FirstData and USAePay

    Process payments with FirstData and USAePay with a payment integration.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  19. Ability to display discount on the "Pay" button, the way it was in EV1.

    Ability to display discount on the "Pay" button, the way it was in EV1.

    1 vote

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  20. track who download the document or if the recipient downloaded the document in PandaDoc

    1 vote

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