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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. 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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  2. 1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Salesforce Automations: Update a Salesforce field with a custom value when a mapped PandaDoc field is updated. For example, when a client chooses 'France' in the dropdown field, 'FR' is pulled to the Salesforce field.

    1 vote

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  4. We’re also finding this happens before the document is “Sent.” If it needs to be pulled back while going through the “Approval” process, the smart content blocks are removed.

    We can add in our process a sanity check to make sure any required optional smart content is selected, but it would be nice if the smart content boxes aren’t removed until after a document completes the “Approval” process.

    2 votes

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  5. Ability to send uploaded files as attachments on the completed pandadoc email

    1 vote

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  6. An option to remove or hide the content block section from the right side navigation under the plus sign.

    1 vote

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  7. To have an option for automation when the document is approved then it will automatically sent to the signer.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. Always have 2FA enabled even if the account window is closed and the user did not log out manually from the account.

    1 vote

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  9. Catalog import: add a certain value for csv file that would command not change the existing values when importing a csv to the product catalog.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. a dropdown menu option inside a table cell.

    1 vote

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  11. Option for recipient to approve or decline the document from the email they receive

    9 votes

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  12. At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.

    The feature request is to be able to set up the automation for documents which are not created from templates.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. To have the ability to customize the Home Screen.

    1 vote

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  14. Schedule sending document with touch of Automation

    Example:

    1. create (Disclosure agreement)
    2. Created the 2nd document

    How to work:

    Before sending the Disclosure agreement, there should be a setting or automation button (or a link box, that we put the link of the 2nd document) and set if once signed. this document will be sent.

    or

    Improve the automation feature, I tried it but it did not work well on the types of the document we have.

    It only have an option to put an specific template, better if we can link an created document.??

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  15. Ability to bundle two or more templates when creating a document from a CRM. Or Ability to use an uploaded file + PandaDoc template when creating a document from a CRM.

    1 vote

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  16. Could there be an option to attach documents in private, such as how commenting works?

    Sometimes with our contracts we would like to send supporting documents to internal stakeholders with private information to be shared with them in order to approve the document or complete their part in the signing order.

    Currently we can't do this. If supporting documets need to be attached, they can be viewed by all recipients, including external stakeholders who should not be able to view.

    When we send a document through PandaDoc we have to manually send an additional email with the supporting documentation.

    1 vote

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  17. Have the ability to use a gateway that has authorized.net. emulation

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  18. When adding a presentation from Canva, there should be an option to adjust the image size to ensure it aligns uniformly with the rest of the pages in the document.

    2 votes

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  19. We'd like to see "You'll save" field with % of the discount

    1 vote

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  20. The ability to push document value from PandaDoc to Hubspot Deal Value without Hubspot recalculating.

    1 vote

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