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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. in pandadoc api, roles show as blank in document details when the template has role(s).

    would be useful to show what recipients had which roles in document details

    8 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  2. pull the information that client selected with multiple choice with Zapier

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  3. Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.

    8 votes

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  4. 8 votes

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  5. 8 votes

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    Idea  ·  3 comments  ·  Automations  ·  Admin →
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  6. After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    8 votes

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  7. When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.

    8 votes

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  8. can add a link to template or document and make it mandatory to click before completing the document.

    8 votes

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  9. Sub list in table similiar to the text box

    exmaple
    1.
    1.
    2.
    3.

    1.
    2.

    8 votes

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  10. Integration with Microsoft Power Bi

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. "I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "

    8 votes

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  12. 8 votes

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  13. customize the outgoing message based on template

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. 8 votes

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  15. Have the ability to highlight text

    8 votes

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  16. 8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. when using Upload PDF to create PandaDoc via API.

    if pdf fails to process we should return useful errors.

    8 votes

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  18. Integration with Google Forms

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.

    8 votes

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  20. Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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