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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. As of now, the "Create Document" button is in the very bottom of PandaDoc module in Husbpot.

    So in cases when there are too many documents per Husbpot Object - user has to scroll down through all of them to be able to click "Create Document".

    Would be great to have this button moved up - above.

    18 votes

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  2. When using Smart Content with conditional rules, would like to have the ability to have another rules "OR" that I can combine with "IF" and "THEN".

    22 votes

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  3. There are a considerable amount of improvement to the Word import option that could enhance PandaDoc customer experience. Firstly, when pulling in documents from Word, customers lose the ability to retain the footer in each section. While setting up a new footer is relatively easy, doing it a hundred times over is tedious and a time-suck. There's also the case where certain items coming in from word just simple don't pull into PandaDoc. Such as the table of contents. There's a table of contents block, however when importing, this is removed completely. Similarly, whenever importing a document that contains a…

    3 votes

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  4. The "Log Out" button in the new interface is difficult to locate.

    2 votes

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  5. 2 votes

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  6. The ability for user interface language set in PandaDoc will also reflect in PandaDoc email notifications.

    2 votes

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  7. Ability to add a custom field in the contacts section.

    They would specifically add a section for claim#'s and job #'s.

    2 votes

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  8. The option to use > and < when defining Conditional Logic for Smart Content.

    17 votes

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  9. Unlock functionality to be able to search document titles or information within bundled documents

    1 vote

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  10. We have clients who don't provide us with any of the emails of the enrolled participants in our program. However, we need them to sign our documents. DocuSign has a feature that solves this (PowerForm) that I have used previously.

    3 votes

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  11. Ability for Stripe to produce invoice

    3 votes

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  12. Have the auto reminders count business days not calendar days. No weekends being counted.

    3 votes

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  13. To have the ability to change the default screen that pops up when creating a new doc in Salesforce, to 'Quick Access'. Currently, the default screen is 'My Templates'.

    1 vote

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  14. Option to disable or customize this prompt (by adding custom team options) when a new user joins.

    2 votes

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  15. 1 vote

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  16. Have a global search bar that shows the results on all features with that Keyword (documents, templates, CLI, contacts, ...) just like the search from SFDC

    1 vote

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  17. Is it possible to have an auto scroll feature that would give the notary/presenter to control what documents the borrower/client/recipient are viewing? This would make it easier to go through a document package so that the recipient is on the exact same page as the notary/presenter versus telling them where they should be.

    2 votes

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  18. The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.

    1 vote

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  19. Please allow option to send individual messages to recipients when sending a document rather than having to use the chat function. We are required to inform our companies signor of the details of the contract before they sign in a short summary

    1 vote

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  20. Would like the ability to search within the Home screen sections, like the Actions Required tab.

    5 votes

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