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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. Ability to set a default value of a space for custom variables?

    Ability to set a default value of a space for custom variables?

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]

    I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
    It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
    I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.

    The use case includes: Transfer fields…

    25 votes

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    8 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Grand Total for 2 Different Pricing Table

    is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two

    54 votes

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    5 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Quote Builder

    - Quote data fields

    - Quote rules

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.

  4. Ability to map products into different pricing table sections.

    Zoho CRM mapping.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Notify all members of an approval group when the document has been approved.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  6. Restrict downloading a PDF of a Form for recipients

    Disable the ability for recipients to download forms

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. Connect to an account in Salesforce (not opportunity)

    Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. System will fill out automatic HEX code

    System will fill out automatic HEX code

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Different currency for Document Value and Pricing table

    In case the pricing table and the document value has different currency, option to recalculate the document value in other currency based on currency rate.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  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!

  10. Automations: save PDF of the document to Desktop

    Option to set up the automation to save PDF to a folder like Desktop on your local PC

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. Set type of content internal users can download

    Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Document menu: View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    Document menu:
    View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. The ability to hide the cost column in the docx download without having to hide it.

    3 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Allow pre assigned roles to be populated when pressing skip when creating a document

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  15. Signature settings for specific documents

    ability to select signature type for specific templates/documents

    43 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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  16. Limit workspace name to 1 (if title exists - can't use it anymore)

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Notification for signed but did not hit the Finish button

    Notification for signed but did not hit the Finish button

    24 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Disable expiration time / ability to set no expiration on document [Workaround in comments]

    disable expiration time

    40 votes

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    5 comments  ·  Settings, Workspaces & User Roles  ·  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!

  19. disable email forwarding

    ability to disable document forwarding for public view.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Change the placeholder of variables and automatically make a hyperlink in PandaDoc from Hubspot

    From a customer, "you should be able to put a label on a variable".

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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