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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7116 results found

  1. play video in presentation mode after the document is sent
    They like to send presentations with the video and content to their clients and review the document together while on a call.

    Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
    Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q

    5 votes

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  2. when an envelope was returned as signed and the opportunity updated to close won it would put the close date to that day. This meant our opportunities are always dated the date it was signed.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Manually change document status in Salesforce Integration to decline contracts as necessary

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. 5 votes

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  5. Option to change the page background if the template/document was created by an existing file (ppt/pdf/...)

    5 votes

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  6. 5 votes

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  7. Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    5 votes

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  8. Ability to set the display recipient's email address and not their names in the list view.

    5 votes

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    2 comments  ·  Other  ·  Admin →
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  9. 5 votes

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    0 comments  ·  API  ·  Admin →
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  10. Graphical representation reporting - pie charts and other visuals

    5 votes

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  11. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Update document value when set up a custom payment amount in the payment block.

    5 votes

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  13. It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.

    5 votes

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  14. Ability to enable suggestions for certain recipients only.

    5 votes

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  15. 5 votes

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  16. 5 votes

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  17. 5 votes

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  18. If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.

    5 votes

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  19. To have the option to directly manage integrations via Integrately.

    5 votes

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  20. Option to sync Deal amount to Document value with out the use of pricing table

    5 votes

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