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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7388 results found

  1. Hide document amount for payment before it is signed

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  2. Add Document declined trigger event in Zapier

    2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Add Document sent trigger event in Zapier

    1 vote

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. Paperform

    paperform native integration: pull data from new submission to the doc

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. The ability to provide a users’ management in order to automatize the user’s onboarding via API

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  6. Pop-up with customizable text when a recipient declines document

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  7. The ability to share the link in order to bulk send the documents

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. The ability to unrestrict the locked blocks in bulk

    1 vote

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  9. Restrict block editing for a specific role

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  10. Ability to see who created documents from a specific template

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  11. Show user's (not all the workspace's) documents in dashboard by default

    When a person with a "member" role logs in, only the documents of this person are displayed in the "Dashboard". When a manager or an admin logs in to the system, they see the documents of the whole workspace and can choose to show the documents of a specific team member. The feature request is to be able to make the dashboard show only the manager's/admin's documents by default when they log in.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Make the Document Value Required option

    Make the Document Value Required to fill out instead of it being option

    1 vote

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Zendesk Support Account Tokens

    Ability to pull account data from ZD support to PandaDoc.

    1 vote

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  14. Generate signature certificates for Bulk Send

    Mass generate separate signature certificates for the documents that have been sent in bulk.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. if the client clicks on the link after 6 month, then the sender should be notified about that and the message for the client should be chang

    if the client clicks on the link after 6 month, then the sender should be notified about that and the message for the client should be changed

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. Info about who signed the Viewed document and who hasn't yet visible from the list view of the Viewed Document Status Tile on the Dashboard

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Email Notif for potential scam/threat

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Let recipients view a doc only after they view some statement

    It seems to me that the recipient is not been shown a GDPR / privacy statement about the tracking capabilities withing PandaDoc. Can I change it so that before a user can see the document, he has to accept the GDPR terms?

    1 vote

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  19. Option to get info on expiry date in the automated email sent out (so it's clear for the prospect).

    1 vote

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  20. Inline Commenting Email Notifications

    They like the feature but are getting flooded with notifications. Their suggestion is to have the notifications behave like Google Doc notifications whenever some tags you. For example, if I "@" mentioned you 4 times on the same doc, you would get one email to your inbox that basically threads all the "@" mentions and shows what the feedback says.

    1 vote

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