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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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201 results found

  1. Schedule Sending documents

    Ability to schedule when to send a document

    272 votes
    28 comments  ·  Automations  ·  Admin →
    How important is this to you?
    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  2. Tokens/Variables in saved messages / email body or subject

    200 votes
    34 comments  ·  Automations  ·  Admin →
    How important is this to you?
    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  3. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    option to send completed documents to a specific email address automatically

    58 votes
    8 comments  ·  Automations  ·  Admin →
    How important is this to you?

  4. Auto-fill sender's signature once the document is signed by the client

    Auto-fill sender's signature once the document is signed by the client

    48 votes
    2 comments  ·  Automations  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  5. Set a Saved Message on the template level

    Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message

    46 votes
    2 comments  ·  Automations  ·  Admin →
    How important is this to you?

  6. Auto-update content library item once updated in a document/template

    Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.

    Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.

    In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…

    42 votes
    3 comments  ·  Automations  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  7. Send invoice when payment is made: Invoice with Paid windows

    The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).

    29 votes
    5 comments  ·  Automations  ·  Admin →
    How important is this to you?
    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  8. [Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato

    Quote builder to be available in Make.com, Zapier, Workato

    26 votes
    5 comments  ·  Automations  ·  Admin →
    How important is this to you?

  9. hide the discount column automatically if the discount is 0%

    hide the discount column automatically if the discount is 0%

    26 votes
    4 comments  ·  Automations  ·  Admin →
    How important is this to you?

  10. Webhook retries - If PandaDoc detects the hook hasn’t been accepted - retry automatically.

    Webhook retries - can only do manually on some unsuccessful hooks. If PandaDoc detects the hook hasn’t been accepted - retry automatically.

    23 votes
    7 comments  ·  Automations  ·  Admin →
    How important is this to you?
    Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.

    For more information, please check the link below:

    Debugging and Retries

  11. Automatically change document status if opportunity is closed.

    Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    18 votes
    Idea  ·  1 comment  ·  Automations  ·  Admin →
    How important is this to you?

  12. Ability to create custom automations on the document level

    Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.

    16 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  13. Conditional content around pricing table and new pages added

    I would also like to add extra pages to the PandaDoc document based on the products I add to the pricing table. For example, if I add a pen (1st position) then the document is automatically extended by an information page about the pen.

    16 votes
    6 comments  ·  Automations  ·  Admin →
    How important is this to you?
    In Development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

  14. Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed

    I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.

    Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.

    Thanks!

    15 votes
    4 comments  ·  Automations  ·  Admin →
    How important is this to you?

  15. Automations: Link document to Pipedrive Deal

    13 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?
    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.


    Here’s what we are building:


    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.


    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.


    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.


    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.


    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.


    Timeline Preview: Expect to see these functionalities rolled out in Q2.…

  16. Alerts/Notification when a reminder / signing order email has been sent to the recipient

    Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

    12 votes
    2 comments  ·  Automations  ·  Admin →
    How important is this to you?

  17. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    automate the populations of data for a given contact into multiple forms (or templates) for that contact

    11 votes
    Idea  ·  0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  18. Attach a completed document to a new one: link documents conditionally

    Completed document being sent to a placeholder of a new document

    10 votes
    1 comment  ·  Automations  ·  Admin →
    How important is this to you?
    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello Ksenia,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

  19. automations: transfer content blocks to another document

    transfer content blocks to another document after document has been completed/signed

    9 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  20. Automate Reporting

    Identify which documents are still waiting to be signed and email it as a report automatically

    9 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?
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