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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. Oracle CPQ

    Native integration with Oracle CPQ

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

    Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

    4 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  3. Create Logic in Variable choices in a document based on products

    I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…

    4 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Smart content and custom fields and conditions

    Conditional smart content: be able to populate a variable in PandaDoc whether the custom field is filled out in SFDC or not. If blank, no action required. If populated, please route information to the PandaDoc.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  5. Automatically link Salesforce Opportunity ID back to the PandaDoc

    We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?

    5 votes

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    0 comments  ·  API  ·  Admin →
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  6. Limit Manual Status Change Function

    Ability to prevent users from manually changing status but still have document editing privileges.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Bulk sign: Ability to sign multiple documents at once in the inbox.

    Sign several documents at once.

    76 votes

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    8 comments  ·  Other  ·  Admin →
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  8. Ability to remove "Client" as a default addition to new templates

    Would like the ability to remove the default "Client" role from new templates.

    5 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  9. Send a document to a different approver if the first one did not approve within the estimated period of time

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  10. PandaDoc mobile app and Monday CRM mobile app integration.

    PandaDoc mobile app and Monday CRM mobile app integration.

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Pass custom fields from Hubspot via product mapping

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. Smart content to work with attachments

    Smart Content + Attachments

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  13. rejection metric

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. ability to download document in HTML

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Show the exact time document status was updated in Timeline (not 15 hours ago, but an accurate time)

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Suggest edits email customization: remove summary of redlines in email notification

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. Switch Workspaces in Salesforce

    Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    39 votes

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    6 comments  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  18. drag and drop series of checkboxes

    drag and drop series of checkboxes

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. fields within rows should not shift while removing rows from the table

    fields should not shift while removing rows from the table

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Ability to embed a 3D model.

    Ability to embed a 3D model.

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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