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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6974 results found

  1. Reporting: show the signature date of each recipient

    3 votes

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  2. 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.

  3. 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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  4. 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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  5. Unhide the cost column by default

    3 votes

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  6. 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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  7. Option to delete pages for conditional (smart) content on a document level

    5 votes

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  8. Custom Role - restrict usage of reminders

    3 votes

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  9. Make decline document button more obvious in the UI

    3 votes

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  10. 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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  11. Varo payment provider

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  12. Card details field for NMI

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  13. Bulk send already created draft documents

    6 votes

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  14. The customer is requesting tools that can be used to verify their customer's signature during in-person signing.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Now it has no name while other columns do have a name and it can be edited

    2 votes

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  16. We use the "Transfer data to" option to copy info from a quote to an invoice. We really need to reference the original quote number (for us, uses the Document Sequence Number & some HubSpot variables) to the invoice so the customer knows what quotation they are paying for with the invoice. It would be great to be able to define a "transferable element" as part of a template... i.e. be able to define within the template that if the document is created from a "Transfer data to" option, populate a variable using that info.

    2 votes

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  17. We utilize PandaDoc for several workflows and have received feedback across the institution that users would like to be able to send a document back to the previous step, rather than only being able to reject it and having it only alert the initiator that it was rejected...and then the initiator having to resubmit it to go through the entire workflow again.

    For example, our department staff initiate a workday document that is the sent to the faculty member, our faculty fill out their workdays, and then send it on to the dean. If the dean identifies items that need…

    1 vote

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  18. Apply multiple choice for all sections within the pricing table so the recipient can select products across all sections

    2 votes

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  19. Set the same document sequence number for several documents (in case several documents are sent for the same recipient)

    2 votes

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  20. Separate Room templates into folders

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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