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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 8 votes

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  2. 8 votes

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    Idea  ·  3 comments  ·  Automations  ·  Admin →
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  3. 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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  4. 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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  5. can add a link to template or document and make it mandatory to click before completing the document.

    8 votes

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  6. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    8 votes

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  7. Sub list in table similiar to the text box

    exmaple
    1.
    1.
    2.
    3.

    1.
    2.

    8 votes

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  8. Integration with Microsoft Power Bi

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. "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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  10. 8 votes

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  11. customize the outgoing message based on template

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. 8 votes

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  13. Have the ability to highlight text

    8 votes

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  14. 8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. 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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  16. Integration with Google Forms

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. 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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  18. 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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  19. 8 votes

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  20. When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.

    8 votes

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