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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6796 results found

  1. quick reminder button right from document list viewing by status

    When filtering documents by status, make a buulk reminder button when selecting all docs and also a quick reminder button when clicking the 3 dots on the right of each doc

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Pricing table: added row with product image via API

    This feature is really important!

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces

    Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces.

    At the moment, if the template is updated, the user doesn't know to update the bundles and loses admin time to edit and resend documents.
    Additional layer, it's unknown where else that template needs updating.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  4. When clicking on the attachment, open it in a new tab instead of downloading

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. List of Documents with Transferred Ownership: View the New Owner

    View which documents had ownership transferred - view who the new owner is

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. set optional item in PipseDrive

    Set the item as optional in Pipedrive, sync to PandaDoc as optional and be added to the pricing table as optional automatically

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Integration with Rexx Systems

    Native integration with HR Management System Rexx Systems

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Integration with AgencyBloc

    AgencyBloc (a CRM for insurance brokers)

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Pipedrive upload PDF of documents other than Completed in History

    Right now, the History in a Pipedrive deal will only show PDFs of documents in completed status, not any status

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. Stripe: ability to stop recurring payments through PandaDoc

    Stripe: ability to stop recurring payments (cancel subscription) through PandaDoc, not only via payment gateway

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  11. when adding a user have a dropdown to identify the team they are associated with

    It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.

    This would help with understanding the use case when connecting with the user for feedback.

    More importantly it would help build a QBR based on the use case to steer behaviors.

    Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.

    10 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed

    I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.

    Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.

    Thanks!

    13 votes

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    4 comments  ·  Automations  ·  Admin →
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  13. Hide a volume based pricing in the Quote builder

    Hide a volume based pricing in the Quote builder

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Send via SMS on mobile app

    Option to send via SMS on Mobile app

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  15. Edit how Comments are shown

    Have the ability to change how, when, and the names from commentors are displayed when editing template

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. HubSpot fields required to be filled out in order to send PandaDoc document

    some kind of process where certain fields must be filled out in HubSpot in order for the template to be sent out via PandaDoc.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Ability to fax PandaDoc

    Ability to fax PandaDoc

    47 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  18. Lock Template roles

    Have the ability to lock Template Roles. Users can edit template but not edit the roles

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Multiple Initial options but requiring only one of them to filled out

    In our legal document we have 10 options and they need to initial beside the one option they are choosing. I cannot make the initial fields required because I need just one filled out. Radial Button does not work because the text for the options exceeds the radial button text field. I need the ability to group fields and say that choosing one of the group is required with an initial

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Edit Signer information after signed

    Ability to change signer information (Change or add e-mail address) after signing the document.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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