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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6985 results found

  1. Reduce the number of steps required to create and send a document to streamline the workflow.

    3 votes

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    • add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
    6 votes

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  2. Our team uses printavo CRM as an event planning company. Its different but it works for us. I would love to see integrations between the two to be able to automatically transfer client info from one to the other

    1 vote

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  3. Be able to adjust any text's case, , including dynamic content, to either Uppercase, Lowercase, Title Case, Sentence Case.

    1 vote

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  4. granular with webhooks that they receive with filters (only notified when completed document/PDF available for download)

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. Sometimes users need to change products in Salesforce based on the interaction with the customer. They can use the Salesforce reorder tool to put the items in the desired order. But it seems PandaDoc does not respect the new order in Salesforce-- it still enters items in the order they were added. The users then need to reorder the items in the generated document. We are trying to minimize users' need to change the document once generated to minimize errors.

    1 vote

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  6. Objective:
    Enable users to dynamically generate URLs with embedded variables, allowing for personalized or context-specific links in PandaDoc documents.

    Feature Description
    This feature allows users to insert a hyperlink in their documents where the URL dynamically substitutes predefined variables. These variables can represent specific data fields such as recipient names, document IDs, or custom fields.

    Example Use Case:
    A user creates a link in a document with the URL:
    https://example.com?user={FirstName}&doc={DocumentID}

    When the document is sent to the recipient, {FirstName} is replaced with the recipient’s first name and {DocumentID} with the unique ID of the document.

    How It Works:
    Variable Definition:…

    1 vote

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  7. 4 votes

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  8. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    13 votes

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    2 comments  ·  Other  ·  Admin →
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  9. It would be helpful if the Field Value in the Custom Field section supported the ability to add line breaks using the Tab key, or if there were an easier method to enter multi-line information. Currently, the information appears in a single line, and while Shift+Enter or Ctrl+Enter works within a pricing table, it requires repetitive effort to do this every time a table is created. It would be great to have a more efficient solution for this.

    Additionally, it would be beneficial to have the option to adjust the layout of the Quote. Currently, images always appear below the…

    1 vote

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

    1 vote

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  11. 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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  12. 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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  13. 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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  14. Provide reason for declining on Report

    3 votes

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  15. 2 votes

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  16. 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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  17. 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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  18. 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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  19. 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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