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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. the customer wants to be able to customize the filters available for the document and hide/ remove the unnecessary filters

    1 vote

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  2. Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.

    11 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. Currently, I have to maintain two versions of each contract template to accommodate situations where a second signer is required. While other platforms I’ve used allow me to simply add a second signatory, which automatically generates a second set of initials and signature fields, PandaDoc requires me to manually add and position each box for the second signer which takes too long.

    This process is not only time-consuming but also cumbersome, as it forces me to duplicate every contract template to create a version for two signatories. Managing and selecting the correct template becomes unnecessarily complicated with twice as many…

    1 vote

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  4. To update opportunity or project stage in the pipelines in Copper CRM when PandaDoc document status has changed to completed.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  5. 2 votes

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  6. Option in notary dashboard to switch between on demand and bring your own notary sessions. Currently have to manage this via separate workspaces and emails which is challenging but needed as their users while sometimes doing BYON, also on occasion need to launch an on demand session.

    2 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  7. Ability to run reports that include conditional filtering. For example, documents created this week or documents sent this week but created at any time.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. The ability to export documents as CSV file not a zip file and the PDF version.

    17 votes

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  9. We sign a lot of agreements with third-parties (such as the third-party sending us their contract; using non-Pandadoc systems) but we would like to keep those in Pandadoc along with our Pandadoc contracts. Right now you have to upload it as a "document" but then it gets confusing because it looks like it's a contract that needs to go out for signature. Would love a very simple "upload file" and ability to sort it like a file drive.

    1 vote

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  10. In-app/push notifications, for example, when the client opens a document/completes a document

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  11. Currently you have an automation that updates Salesforce Opportunity Products if there are changes made to certain fields in the PandaDoc (e.g., Discount, Line description, Quantity and Sales price), when a status changes to either Sent or Completed.

    It would be good to be able to update Opportunity Products in Salesforce, the entire products or parts of a product, and then be able to update the table in PandaDoc to avoid double handling. If I want to remove a product from PandaDoc, I also have to remove it from Salesforce and vice versa.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Automations based on Forms

    18 votes

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    2 comments  ·  Forms  ·  Admin →
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  13. Smart content: ability to add into the footer

    7 votes

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  14. Ability to expand the radio button from one page to another in case there is a page break

    2 votes

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  15. Option to Upload Editable Word Documents with Preserved Comments

    2 votes

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  16. Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  17. Pass images from Google Sheets to PandaDoc documents

    2 votes

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  18. In the case of a multi-year contract with recurring products used in the quote builder, the ability to reflect the total for each year is required. For example, Product A costs $1,000 per year, and Product B costs $2,000 per year, making the total $3,000 per year.

    2 votes

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  19. Option to clear read inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. I’m looking for a way to wrap product descriptions underneath the product name in Quote Builder, similar to how it works in our pricing tables. Currently, the options are limited to hiding/unhiding or collapsing the descriptions. Thanks!

    1 vote

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