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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. 2 votes

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  3. Option to have payment gateways for EU servers

    5 votes

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    0 comments  ·  Payments  ·  Admin →
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  4. Pull the value to fields with Zapier

    2 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. In the PandaDoc template, click on a field, select Properties on the floating panel
    2. Next, add the name to the Merge field
    3. As a result, the field will appear in the Zapier step
  5. Ideal: 1. Search by email/recipient: filter documents by status: sent, expired, declined (excluding completed)
    2. Resend multiple pending documents to the recipient within one transaction and preferably via 1 email with all the links included and one notification to the recipient

    Current workflow: Search by email and resend each pending document at one at a time generating multiple emails appearing as duplicates

    Use case: recipients that have a repeated journey (services) with the vendor requiring the same document to be generated with updated content or dates for billing to process

    2 votes

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  6. 2 votes

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    0 comments  ·  Payments  ·  Admin →
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  7. Percentage of the completed and declined documents in the Home page

    2 votes

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  8. When a new contact is added, a new Room gets created automatically for them as well (and they are added to it). That way, they are automatically able to view current and past documents in their "client portal".

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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  9. A document status or indicator on the document when part of the installment has been paid.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Right now when someone signs, we are pulling an SFDC and having them click that link. On the contract redirect after completion, can that link be an SFDC variable?

    2 votes

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  11. Transfer Data from Smart Form to Zapier Triggers

    2 votes

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  12. Reporting: show the signature date of each recipient

    3 votes

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  13. The ability to sign documents in CRM iFrames without having it open a new tab.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Open your task on Monday.com and click on the item you’d like to create a document from.
    2. Select the Settings icon under the PandaDoc widget, then select Modal view from the drop-down. 

    As a result, when you create a document, you will remain in Monday.com and will not be redirected to a new page.

  14. Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.

    3 votes

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  15. We love the idea that a client can select a variety of Products, and the pricing table can accommodate it. We want to add a feature that a client can also select payment terms which potentially could influence price.

    For the time being, we have added this set of radio buttons and an invitation to get in touch.

    1 vote

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  16. Unhide the cost column by default

    3 votes

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  17. Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.

    11 votes

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  18. Custom Role - restrict usage of reminders

    3 votes

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  19. Make decline document button more obvious in the UI

    3 votes

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  20. The customer would like to export data from the fields of a completed form document, import it into a predefined PDF, combine the data from their app with the PDF, and send it through the PandaDoc platform via API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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