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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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569 results found

  1. Update a field (checkbox) on the related opportunity on Salesforce when a document status changes to "Completed"

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  2. sent document - change document name without editing it

    sent document - change document name without editing it

    9 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  3. Send Slack notifications to CC'd recipients when a document is sent.

    Send Slack notifications to CC'd recipients when a document is sent.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  4. Adding Laos (KIP) currency in pricing table

    adding Laos (KIP) currency in pricing table

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  5. recipient cannot see or unlock the license before signing up or filling out the form

    A lock feature of text or message. We need to issue digital license which is very confidential and sensitive information. the recipient cannot see or unlock the license before signing up or filling out the form

    2 votes

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    0 comments  ·  Automations  ·  Admin →

  6. Folder Transfer

    If I have 14 different documents that I need to get signed and I don't want to send them all as 1 long document. I think there should be a way to send a folder of documents (similar to a zipped folder) that can be opened and each individual document signed.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  7. E-Sign + ID Proofing

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

    9 votes

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    1 comment  ·  Esign & Notary  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    ID check

  8. Set HubSpot property value based on selection in PandaDoc document

    In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
    For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  9. Filter documents by their value

    Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  10. Approval workflow in order

    Customer would like to set an approver workflow in order

    2 votes

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    0 comments  ·  Approvals  ·  Admin →

  11. change the HubSpot deal status when the document is approved

    change the HubSpot deal status when the document is approved

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  12. System for Cross-domain Identity Management (SCIM) via okta

    4 votes

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    0 comments  ·  Security & Compliance  ·  Admin →

  13. pass information from PandaDoc to HubSpot

    Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  14. Map Number Sequence in Document Title

    Map the sequence number in document title

    2 votes

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    0 comments  ·  Other  ·  Admin →

  15. Add option to send a reminder on a document in "Waiting for payment" status.

    Add option to send a reminder on a document in "Waiting for payment" status.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  16. Automations: Link document to Pipedrive Deal

    13 votes

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    0 comments  ·  Automations  ·  Admin →
    Released  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    🎉 New Pipedrive Integration is Live!

    We’ve just rolled out the updated PandaDoc integration for Pipedrive!

    You’ll now see:

    • A brand-new UI directly inside Pipedrive
    • Support for CPQ
    • Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)

    If something doesn’t work right away:

    Please disconnect and reconnect the integration to refresh everything:

    1. In PandaDoc, disconnect Pipedrive
    2. In Pipedrive, uninstall the PandaDoc app
    3. Reinstall it for all users and re-authenticate

    Thanks for your patience and support — we’re excited for you to try it out! 🚀

  17. Sync field's values to HubSpot

    The customer desires the capability to synchronize the field values from a completed document to HubSpot.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  18. Ability to download a copy of a document with suggested edits showing before approving or rejecting the edits.

    8 votes

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    3 comments  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
    Redlining.

  19. Sync fields only from Pandadoc to SFDC and not bidirectionally

    Is it possible to sync fields only from Pandadoc to SFDC and not bidirectionally? I'm asking because I want billing information to sync from Pandadoc once the contract has been signed only. In some cases the information in our CRM for billing is not always correct therefore we don't want to be sending out contracts with pre-filled information where the information is not correct. Let me know if it's possible.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  20. When recipient sign automatically send another document for that recipient for signatures.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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