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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7262 results found

  1. Search by Document & Template ID

    Ability to search for documents and templates by ID.

    6 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  2. Ability for the account owner to restrict members from uploading documents/templates

    Ability for the account owner to restrict members from uploading documents/templates

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Download CSV of Documents filtered by title

    In the reporting feature, there should be an option to search all documents by their title and download a CSV list of those documents

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  4. organize proposals in a pipeline format

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. one signature certificate per bundle: remove signature certificate from each doc in bundles

    22 votes

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    11 comments  ·  Other  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

  6. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    Salesforce Rich Text Fields format copying

    I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!

    60 votes

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    10 comments  ·  Integrations  ·  Admin →
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  7. Create a document from multiple objects in Hubspot

    Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    9 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  8. Other payment options available: Ideal, Apple pay, Google pay, Trustly, Or some form of SEPA bank transfer

    Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments

    24 votes

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    3 comments  ·  Quote to Cash  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!


  9. ServiceNow

    Integration with ServiceNow
    ex. tokens, fields, and custom data points
    sync/trigger: When a SOW IS SENT - can it close out a task in ServiceNow and upload a completed document into SN for everyone to view.
    Current workflow:
    documents start in Sharepoint - modified by team, then PD created outside of ServiceNow then pushed into ServiceNow when completed.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Adding a "Complete" status to the documents with payment gateways

    The documents with enabled gateway integration don't have a status "Completed" when signed, only "Waiting for payment" and "Paid". There should be a transition status added

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. To have an uploaded file converted to an editable document with the original formatting preserved

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. [API] approve the document.

    1 vote

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    1 comment  ·  Approvals  ·  Admin →
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  13. Hubdoc

    Integration with Hubdoc

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Ability to sync Quickbooks 'Products and Services' for use in Pricing Table and Catalog

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Ability to resize video content blocks

    Ability to resize a video once it has been added to a document.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. In-app ROI calculator

    Qwilr has a really nice calculator, like an ROI calculator built in, that makes the presentations look really good and show the benefits of our product right there. So, that was a nice get with them.
    https://qwilr.com/features/roi-calculator/

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Group Pricing Tables based on Product Names

    I'd like to press one button to group pricing tables by "Product" or by columns/fields.

    For example, I have a template with multiple pricing tables, I'd like to group tables by the "Product" name then sort by the "Name" field. Alternatively, I'd like to sort pricing tables to ensure everything with the same name is grouped together.

    9 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Create relational fields

    I would like to be able to have 2 relational fields for gathering client billing information.

    Ideally I would like to have the Checking Account field written twice. If second field does not match the first field it should throw an error.

    Thanks,
    Maher

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  19. Add custom fields to the bottom part of the pricing table (total section).

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Add status to 'Users in current workspace' for users who have completed registration

    We have hundreds of users on PandaDoc and we would like to see which users have not yet accepted their invitations / completed sign up. Would it be possible to add another column on the user view in Settings that indicates whether a user has completed sign up (Active) vs those that have not yet completed sign up (Inactive)?

    Thank you!

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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