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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7161 results found

  1. Email notification for Sender to verify that the document is sent

    email notification that the document is sent

    https://pandadoc.zendesk.com/agent/tickets/402131

    7 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Salesforce: Release notes for recent changes

    do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
    here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
    : but it stopped a while back, it would be great if they started publishing that again

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Button to delete your account

    delete account button in profile settings maybe? Please advise where this elusive option can be found currently.

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Change the order in which the fillable fields can be completed: from top to bottom, instead of left to right

    Instead of left to right, have the option for fields to be filled out from top to bottom.

    https://support.pandadoc.com/hc/en-us/community/posts/5403538441111-Fillable-Field-Order

    7 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  5. bulk download templates/documents as a Docx

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  6. Option (button) to delete a role when assigning recipients to roles and creating a document

    delete role during the add recipients stage in creating a document

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  7. Stax

    Integration with Stax payment gateway

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Allow collaborator's to add/create documents to a "shared with me" folder

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  9. Version history - export/download templates / Ability to print changed versions within PandaDoc UI

    version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  10. Generate links for documents in bulk, generate and send via links for bulk send

    Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  11. checks with Quickbooks

    collect checks with Quickbooks

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Remove all required fields at once

    remove all required fields at once

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  13. Notion

    Notion integration

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Option to have a PandaDoc Lawyer to review the document before it was sent.

    Option to have a Lawyer to review the document before it was sent.

    7 votes

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    2 comments  ·  Security & Compliance  ·  Admin →
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  15. Items preview in the Content library (change content library item list view)

    Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  16. Add Tax field to Zapier 'Create Document in PandaDoc' action

    The 'Create Document in PandaDoc' action in Zapier doesn't include the Tax field in the pricing table section.

    This means we can't include tax on our quotes.

    It includes all the other important fields, so it would be great if this one could be added.

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Add a middle name to personal information

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Apply design theme to table of contents as well. Table of contents formatting from custom design.

    Ability for headers/footers and Table of Contents adhere to the document Design Theme

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. multiple approvers in same approval group

    We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  20. Created by in salesforce should be the document creator

    when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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