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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. It would also be good to have an option to include the cc'd emails to the email notification being received by the signer of the document.

    2 votes

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  2. Currently, several aspects of our docx import capabilities are not compatible with word, thus when clients import their docx files to the editor they lose most if not all formatting and structure.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. 1 vote

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  4. It would be great to have an integration with an EMR like Eclinical Works so that document copies can also live in the EMR.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.

    This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.

    1 vote

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  6. warning notification if the document is not yet viewed

    1 vote

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  7. A solution to track the GCLID when a customer signs and pays a contract via PandaDoc.

    1 vote

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  8. When saving something in the content library that has conditional field rules, those rules stay. Currently they are cleared out.

    1 vote

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  9. Send an email to specific email or group of email once a document is completed or status changes

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  10. Ability to display in the Latest Activity if the client has failed recipient verification, or to send an email notification to the sender if the recipient fails the verification process.

    1 vote

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  11. When our contracts are signed the user doesn't have access until their start date. We need to send access details on the day the contract actually starts - not when it was signed or sent.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. The ability to upload dropdown items rather than manually entering the item value.

    2 votes

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  13. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. Rooms can not be sorted by the name of the room itself, aka alphabetically, or by date without knowing something about the room. If I want to search by date I need to input dates instead of sorting all available rooms by date/name.

    Or just a basic sort function toolbar instead of the in depth one available for the "date" search that is there. By this I mean a dropdown menu similar to most sites that have lists, so I can sort all the rooms by date, name, etc.

    1 vote

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    1 comment  ·  Rooms  ·  Admin →
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  15. 2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  16. Option to set different font for different headings in the design section, for example, we may use Montsterrat for H1 and Roboto for H2

    3 votes

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  17. eg - CompanyName (field) pre-populates with Company.Name (variable) and variable updates when field changes.

    PandaDoc's "AI" bot tool gives the below instructions (which are wrong) to do this. But it would be great if this actually worked.

    --
    Yes, you can create a field in your PandaDoc template that prepopulates with the Company.Name variable and allows the client to edit it, updating the variable throughout the document. Here's how:
    In your template, go to the Variables tab and find the Company.Name variable.
    Copy the variable name without square brackets.
    Click on a field in your template and select 'Properties' on…

    1 vote

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  18. Currently, the length of the PandaDoc session is 14 days. The customer requests the option to configure a custom session expiration period to increase security.

    1 vote

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  19. At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.

    2 votes

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  20. Recipient Groups are currently not working when creating documents from Hubspot. Are there any plans to add this functionality to our Hubspot integration, similar to how it works in Salesforce?

    1 vote

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