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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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161 results found

  1. Option to edit a document that will take effect on all sent documents.

    • will allow the user to edit specific document that will also take effect on same sent docuiments
    1 vote

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  2. 1 vote

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  3. We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?

    1 vote

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  4. Use smart content to generate a bundle documents
    ex. if "x" product is selected: triggers document bundling based on smart content selected and add "x, y, z" documents to the bundle.

    ex. IN HS sales person would select products - as cart is built then bundled docs will be generated based on the products selected.
    if product A selected (data security terms, product description, agreement)

    1 vote

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  5. Ability to download the documents to a local storage automatically on the daily basis.

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. 1 vote

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  9. 1 vote

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  10. 1 vote

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  11. Clicks a button or makes a selection on a drop-down, then that form gets sent to the selected person.

    1 vote

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  12. 1 vote

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  13. I want when a proposal is pandadoc is created. to have an audomatic deal created on pipedrive with all the details. how to do that

    1 vote

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  14. For a workflow document, we create a new field and for its location we choose “match text”. We provide text that would be on the document (i.e., “Subcontractor Signature”. It asks for x and y offset from the location, as well as the option to have it look in a certain page range, as well as which occurrence to use should there be more than one match in the document.

    1 vote

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  15. 1 vote

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  16. 1 vote

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  17. When you replicate an old document it doesn`t update the prices that have been updated via import.

    Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.

    So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.

    Imagine the frustration and the workload in…

    1 vote

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  18. Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.

    1 vote

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  19. It would be nice if, when you have to close out of a message when sending a doc, it would save the title you've given the message as it does the body of the email.

    1 vote

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  20. 1 vote

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