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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7375 results found

  1. Zendesk Support Account Tokens

    Ability to pull account data from ZD support to PandaDoc.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. 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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  3. 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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  4. 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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  5. Email Notif for potential scam/threat

    1 vote

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  6. 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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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  7. 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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  8. 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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  9. Update [Document.CreatedDate] with the revision date when a sent doc is edited

    1 vote

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  10. Hiding documents from Inbox

    Not deleting them

    1 vote

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  11. Add a link t a document that will trigger some action in Pipedrive when a user clicks on it

    I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?

    1 vote

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  12. if expiration is over 180 days out, it won't be included in reporting.

    1 vote

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  13. Any subsequent downloads of that document should be marked with a "COPY" to indicate that it is a copy of the original document.

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Set recipient name after it's in Sent status

    Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

    1 vote

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  15. Automatic notification to check the document before sending it (after it's approved)

    1 vote

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  16. Locking the approved document to prevent accidental changes

    1 vote

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  17. Add a message about a reminder's successful delivery

    1 vote

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  18. EV2- Automatically show chatbox section upon opening the document

    1 vote

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  19. Automatically update the number of seats

    Automatically update the number of seats according to the number of users. Specifically:
    *delete a seats when a user is deleted from all the workspaces (at the moment 15 Sept 2020 the seat is only automatically added when there are no spare seats and a user is invited)

    1 vote

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  20. Wizard Automation

    Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.

    1 vote

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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