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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7117 results found

  1. Webhook notification: document completed by all the recipients

    5 votes

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  2. PDF upload improvements so the quality stays the same.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.

    5 votes

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  4. Decline part of the document

    5 votes

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  5. Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is

    5 votes

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  6. library of already added designs from Canva in PandaDoc

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Re-orient "required" tag for fields so it doesn't overlap text on doc

    5 votes

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  8. Option to sum up values within the document, for example a user would like to add hour estimation underneath each section of a document and calculate them at the bottom of the page

    5 votes

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  9. 5 votes

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  10. 5 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  11. Ability to add the reference numbers (like quotations (e.g citations) on Pandadoc docs

    5 votes

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  12. Public comments are available by default (for now, private comments come by default).

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Specify what type of signature is allowed - i.e. "draw" on kiosk form, but "select signature" on mobile

    5 votes

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  14. 5 votes

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  15. Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  16. Associate a completed Form response to a Salesforce record.

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. If a document was signed then fields are clear, you can no longer see the history or the signed version. Would like to be able to see the full history.

    5 votes

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  18. Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.

    5 votes

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  19. Allow it so that a 'block' of fields to be signed/allocated can be allocated in one go rather than having to allocate every field in the block individually for signature/completion.

    5 votes

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  20. true two way sync where dates sync back too (i.e. signature date)

    5 votes

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