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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. Ability to auto save pdf in SFDC from expired status

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. API endpoint to send out documents via email

    It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
    Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. See the Document Record for all workspaces in Salesforce

    Would like to see the metadata record that is created in Salesforce work for all of our workspaces. As it is, we only see them for one of our workspaces.

    1 vote

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  4. Round document value/document.value variable

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Most recent documents at the top first in Salesforce

    if there is a way we can set salesforce to show the most recent PandaDoc documents at the top first.

    2 votes

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  6. suggest edits available for other blocks besides text blocks

    How to make suggest edits available for other blocks besides text blocks?

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. modify the document sent message view

    If we send a document to our customer the email contains a link to the document only. We want the mail to include the document itself as well as an attachment in pdf form.

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  8. Personalize/Change the Form Web Link that is shared

    customize the words of the form link

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  9. contract risk analysis using AI

    contract risk analysis using AI

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Bulk/multiple approval of documents

    To be able to approve multiple documents that were generated via bulk send feature.

    5 votes

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    1 comment  ·  Approvals  ·  Admin →
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  11. Centralized variable management

    What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
    How cool would it be if there would be a central page in settings called "Variables" where
    You can create variables with set content.
    reuse these variables across all your docs.
    A variable could also be an image or a piece of content library content

    It is a simple yet efficient idea that would make our lives a lot easier.

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Edit size of image when added to table

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. To have an ablity to disconnect pandadoc documents created in Hubspot Contact

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. Include or exclude content depending upon SFDC fields

    Ability to pull language in and keep language out depending on how certain fields in Salesforce are populated.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. Zomi Localization

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  16. Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).

    Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Calculate quantity Subtotal in the pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Ungerboeck

    Integration with Ungerboeck

    1 vote

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  19. Latin American Localization

    Localization for Spanish language specific to Latin America.

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  20. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    293 votes

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    52 comments  ·  Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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