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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. The ability for reports to show user data/internal rate, for example:
    - First response time - time to respond/open a quote once it has been submitted for approval
    - Number of edits - number of edits required on documents before approval
    - Time to approve quote from submission to approval - see how long the quote approval process is

    4 votes

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  3. Integration with Dazos

    1 vote

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  4. Automate data field completion to avoid filling it manually each time—perhaps by pulling information from document fields or variables, or by selecting them once for a specific contract template and applying them automatically thereafter.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. Currently there are no status change to "Expired" and "Viewed" as trigger events, adding these 2 events would be necessary

    2 votes

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    2 comments  ·  Automations  ·  Admin →
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  6. smart forms change button text from "submit" to "continue"

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. Download a document bundle as a single file DOCX

    2 votes

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  8. At the moment: Custom money variables will pass to the document without a currency symbol and formatting. - per the Help Center article Hubspot CRM.

    This request is in regards to allowing values '.00' to be passed with currency. For example, 250.00 will currently be passed as 250 - the client would like the value to come in as 250.00.

    5 votes

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  9. The ability to indicate a specific date for document expiration instead of putting in a number of days.

    2 votes

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  10. One Click Sending. When creating a new document from a template, it would be nice to have the option to send from the add recipients screen rather than having to click continue, open the document in PandaDoc, and then click the send button.

    2 votes

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  11. Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.

    2 votes

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  12. Have the ability to to add a link or button, that if selected by the signer, they are directed to a different section on a different page

    3 votes

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  13. Right now the client sees all three documents in a row underneath each other. I want them to just have to click on the document on the left panel and only see the pages of the one they click on, instead of all offers underneath each other.

    2 votes

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  14. Tax automatically added based on the conditional

    E.g. a way for PandaDoc to automatically set the taxes, so that taxes are computed automatically based on the billing Province

    3 votes

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  15. Duplicate document via API :

    POST /public/v1/documents/duplicate/{id}

    Response could be the same as the Create Document from Template

    1 vote

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    1 comment  ·  API  ·  Admin →
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  16. The option to use cross-object variables in Nutshell, such as pulling variables from the People object when creating a document from the Company object.

    2 votes

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  17. The ability to click and change the document name page label which is located next to a document page is available only for bundles (single document name can be change only via changing document title).

    The feature request is to make document name label clickable/editable for single documents as well.

    Picture https://drive.google.com/file/d/1DdT7samkFR-p_h3HN-eVs8na62Lw3CUE/view?usp=sharing

    2 votes

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  18. Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
    At the moment, sandbox and live metrics are combined. Would like the sandbox not to affect the true API performance and to include time to close, sent to completed, and other metrics presented.

    4 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!

  19. To have the ability to update documents, annexes for example, after the document has been completed.

    2 votes

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  20. add recipient link instead of internal document link to the Active Campaign

    2 votes

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