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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5913 results found

  1. having an issue with the content library. It doesn’t let us utilize variables in there. That caused some problems with our templates. I had to find a work around but hope a someday that we can make the variables work through the content library, as we were told to setup out templates in a way that it was the option that we had in front of us without having to do our work over multiple times

    5 votes

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  2. customize SMS verification

    3 votes

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    1 comment  ·  Workflow  ·  Admin →
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  3. I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.

    13 votes

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  4. Customer is needing to integrate with an eVault solution as they are in the financial industry and their customers require them to work with one. At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. This is a huge…

    9 votes

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  5. i.e the ability to change where certain buttons are placed like the download/print button.

    3 votes

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  6. Option for 2 way sync with HubSpot

    7 votes

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    • Will allow the sender to add custom variable on the Pricing table
    3 votes

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  7. Option to enter coupon in the checkout, so when the customer pays the document, they can enter the coupon.

    4 votes

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  8. Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.

    14 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  9. Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    6 votes

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  10. invite new users without using a license

    5 votes

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  11. sent document - change document name without editing it

    7 votes

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  12. Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.

    3 votes

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  13. Having the option to be able to automatically sync product catalog updates into templates where the item is already inserted into a pricing table would be helpful to eliminate needing to update the items manually on multiple templates.

    16 votes

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  14. 3 votes

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  15. Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time

    11 votes

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  16. Currently the Table of Contents numbering does not recognize a PDF page break as a new page number. This should be changed so that tables of contents recognize page breaks in their numbering. If not, then page breaks should just move content onto a new blank page and eliminate the estimated PDF page break so that numbering is accurate. I currently am having to manually create page breaks in my 30 page document and cut/paste content so that my table of content is accurate.

    15 votes

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  17. The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).

    15 votes

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  18. Ability to restore templates

    4 votes

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  19. Would love to see the ability to use ID proofing feature with e-signatures (don't need a notary).

    7 votes

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    1 comment  ·  Other  ·  Admin →
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