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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6985 results found

  1. 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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  2. 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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  3. 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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  4. Ability to use Digidentity to QES Feature

    3 votes

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  5. 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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  6. 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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  7. 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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  8. 5 votes

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

    2 votes

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  11. The customer would like an option to view the full template, including both the template name and content, in a way that fits smaller screens.

    2 votes

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  12. Being able to use Quote Builder with Transfer Data functionality.

    14 votes

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  13. Being able to share more than one content library item across workspaces

    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!

  14. Is there a way on smart forms to show or hide subsequent questions based on the answer to a previous question? This would be setting up conditional logic for the questions in Smart Forms.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Ability to add a meeting link (hyperlink) to the document email body

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Ability to secure forms with passwords/ sms verfications/ email verifications

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  17. Ability to change each individual background color for quote builder

    10 votes

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  18. It would be great to have more dynamic options to adjust payments schedule.

    1 vote

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  19. Add account ownership changes to the audit log.

    3 votes

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  20. Option to click on the [Contract Start Date] and get a calendar. then, if possible have [Contract End Date] auto-populate based on start date + contract term

    3 votes

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