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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7399 results found

  1. Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status

    Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. Recipient Analytics Reporting

    Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    15 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Smart content: ability to add into the footer

    Smart content: ability to add into the footer

    10 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  4. Smart Content based on Quote Builder

    8 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  5. [Word Import] Option to Upload Editable Word Documents with Preserved Comments

    Option to Upload Editable Word Documents with Preserved Comments

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Ability to adjust the installment dates after the document has been sent

    Ability to adjust the installment dates after the document has been sent

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  7. Send auto-reminders to the document owners too

    We need to see the auto-reminders too, the way they are sent to the recipients

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. EngageBay CRM

    Integrate with EngageBay CRM

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.

    Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Update products within the Quote object in MS Dynamics

    Would be great if the ability to have the automation to update products within the quote object in MS Dynamics similar to how you can with the products in the opportunity.

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. Salesforce: sync subtotal from PandaDoc to opportunity

    I would like to know if it's possible to sync the Subtotal field from a PandaDoc template with the Opportunity Amount field in Salesforce. Ideally, when a new template is created/updated in PandaDoc, the subtotal would automatically update the opportunity amount in Salesforce.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. CPQ Data field currency

    Would be great if there is a data field option as a currency.
    This way we can use this variable as an item from quote to document display.
    D

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. [Bulk action] Expire documents all at once

    Customers would like to have the option to be able to expire documents older than 30 days all at once

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Integration with JetPay

    Integrate with JetPay payment gateway

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Conditional smart content based on pricing table values: if multiple conditions are met, add all CLIs

    If Product A is added to the pricing table, add CLI "A", If Product B is added to the pricing table, add CLI "B". However, if you add products "A" and "B" to the pricing table, only one of the content library items will be pulled.

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  16. Ability to send a notification reminder for a invoice document that is created from PandaDoc.

    Customer would like to have the ability to send a notification reminder for a invoice document that is created from PandaDoc.

    As per customer :
    I should say that we do not use any of suggested payment gateway.
    We just use an international swift payments thought the bank account.
    So invoice is not linked to stripe, paypal etc.
    It’s just a document which we provide for the client to pay our services.
    Is there any chance to have this useful service with the reminders for that kind of documents in a same way that we have it for the contracts?

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Rooms for Salesforce

    Ability to Integrate Rooms with Salesforce

    12 votes

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    0 comments  ·  Rooms  ·  Admin →
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  18. Auto-populate recipients from Salesforce if only mobile number is indicated (for text/sms type of delivery)

    Recipient mapping in SF only functions if an email is indicated for the contact which does not allow to auto-sign recipients if there is only mobile number available

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. Request for Consistent Formatting of Word Docx and Google Docx Uploads

    Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    19 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  20. [Bulk Send] Send via SMS

    We would like to be able to use Bulk Send with the Send via SMS feature.

    22 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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