Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 16 votes

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    0 comments  ·  API  ·  Admin →
  2. Once a document is created via the API, it is impossible to alter an email address tied to a recipient. In our use cases, it is completely possible that initial email addresses at the time the document is created, have changed before given recipients get around to signing the document.

    25 votes

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    2 comments  ·  API  ·  Admin →
  3. extend the expiration time of a document once it has become expired

    86 votes

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  4. I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
    Current Steps:
    1. Receive doc for review
    2. Review - while reviewing you see a necessary change
    3. You must click "Edit Document" and make your desired edits
    4. I then have to resubmit for review
    5. Review
    6. Approve

    As a reviewer role, I should be able to edit the document within my review and approve all at once which would…

    15 votes

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    0 comments  ·  Workflow  ·  Admin →
  5. Improvements for Catalog, Pricing table, etc.

    83 votes

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  6. Customize footer page numbers, font size, font color and margins and padding

    7 votes

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  7. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    115 votes

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    Idea  ·  9 comments  ·  Integrations  ·  Admin →
  8. Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.

    We can set custom payment to document from PandaDoc site but not through public API.

    6 votes

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    0 comments  ·  API  ·  Admin →
  9. Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.

    54 votes

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    Idea  ·  7 comments  ·  Workflow  ·  Admin →
  10. Make the next button more clear when completing fields and signing the document

    10 votes

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    1 comment  ·  Workflow  ·  Admin →
  11. 53 votes

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    Idea  ·  11 comments  ·  Integrations  ·  Admin →
  12. A menu where you can change the status in the document, instead of going to the document view.

    10 votes

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    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • better reporting for all workspaces in one account
    • be able share Content library/Catalog items accross workspaces
    • share documents/e-forms/folders
    • shared settings for all the workspaces to better manage the account
    16 votes

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  13. It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.

    The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)

    4 votes

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  14. Signature cannot be placed until all required fields are completed

    8 votes

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    1 comment  ·  Workflow  ·  Admin →
  15. pass line items formatting from hubspot

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
  16. upload csv/excel as an editable content

    16 votes

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  17. Ability to customize document status for CRM or other usage

    4 votes

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  18. Conditional approvals could benefit from the addition of the AND statement.

    7 votes

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    0 comments  ·  Workflow  ·  Admin →
  19. Customize the Forms pop-up message that is visible when accessing a form from a website.

    28 votes

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