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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Ability to hide the redirect URL on a document and only show once the link is clicked

    1 vote

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  2. Have the ability to sign a form automatically after the recipient signs it. Or be able to pre-sign a form.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. Once a recipient fills in their email, a unique link is sent to their email to fill out the form. They should not be able to fill in the form before the link is emailed to them. Essentially "Review Document" option should not be there.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  4. Send the document along with the Quickbooks invoice (so the recipient gets one email containing document and invoice)

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Provide reason for declining on Report

    3 votes

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  6. 2 votes

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  7. If merge rules are set and there is no product pulled from HubSpot to quote builder section, automatically remove the section

    2 votes

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  8. Ability to add a recipient every time a form is submitted so that they receive an email notification and copy of the pdf

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Customer would like the rooms to have an additional notification to their client when they are already past due with the task.

    5 votes

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    0 comments  ·  Rooms  ·  Admin →
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  10. If we create a room for our larger clients (which may be upwards of 500 rooms), we of course would build those rooms from a template with a landing page to introduce the client to our products and to help them navigate the portal. But what happens when we need to update the information in the room i.e. we have a change of process or need to add a new document to all 500 rooms? Do we have to make those changes manually one by one or are there bulk update features available?

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  11. E.firma is the electronic signature system managed by Mexico’s SAT (Servicio de Administración Tributaria), the country's tax authority. SAT’s efirma adds a layer of compliance specific to Mexico, which can be crucial for Mexican customers who need to meet local legal standards.

    2 votes

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  12. When using variables in the template name it can make it difficult to know which template to use especially if the name is only a string of variables. It would be helpful to be able to name the template one thing but still have the document name populated with the variables.
    Example Below:
    Template Name: Recurring Subscriptions Full Quote
    Document Name: {Company Name] [Create Date]

    2 votes

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  13. An option to create product pricing based on a calculation: the sum of other product in the quote under a certain category. For example, the price of the onboarding fee is a variable set to equal 2x the monthly price of a certain category.

    3 votes

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  14. Ability to use Digidentity to QES Feature

    3 votes

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  15. CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.

    This customer has numerous workspaces and use cases that c-suite would like to leverage CLM to view all documents across all workspaces.

    3 votes

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  16. Add the option to include currency symbols in a custom column (if pulled from a CRM field that does not include a currency symbol), so it doesn't have to be added manually after being pulled into a document from HubSpot.

    3 votes

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  17. Set up conditional signers based on radio button selection. If a recipient selects an option in the radio button (for example, region), the document should go to a specific signer.

    4 votes

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  18. 5 votes

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  19. Can you make the dashboard auto refresh every few minutes or make it live so we can display this on a massive screen in our offices for the sales team?

    1 vote

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  20. Ability to get the same product catalog between Stripe and PandaDoc

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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