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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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6986 results found

  1. Varo payment provider

    2 votes

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

    2 votes

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

    6 votes

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  4. 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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  5. Now it has no name while other columns do have a name and it can be edited

    2 votes

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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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.

  11. Bulk Delete Documents in "Waiting for Others" tab

    2 votes

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  12. The way the "move to folder" automation is set up currently, you have to create a new automation for every individual template--and you have to create a separate automation for each document status. This means that if you have 20 templates, you're creating 40 individual automations with no way to edit the automation after creation (so if one if created for the wrong template, you have to delete it and start over) and no way to duplicate an automation to speed up the process.

    Additionally, it would be more helpful to not have the automation tied to the template in…

    1 vote

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    1 comment  ·  Automations  ·  Admin →
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  13. 2 votes

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  14. The ability to become notified when a recipient marks a specific field with a specific option.

    "For example, if there is a question in there that asks whether you give permission to communicate with them. Could I have it alert me when someone selects "No"?"

    6 votes

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  15. My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.

    7 votes

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  16. Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)

    2 votes

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  17. The ability to add instructions to users (add an image here, etc) on the template level. Content Placeholder is not an option as it only allows pre-defined selection.

    2 votes

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  18. We maintain a products list in a CRM, and use the API to create projects in that CRM when PandaDoc documents are signed. This requires maintaining a sync between the PandaDoc and CRM products list, which currently has to be done manually through csv import. REST access to the PandaDoc products list would enable us to maintain that sync automatically.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. We integrated with HubSpot and are moving to Line items. We would like variables available for line items. Not just the deal level. We need to key information in twice in the deal and on the line items, which is a double effort. If we move away from the deal information, we lose an important integration in our letters. It would be great if we could implement variables in line items.

    1 vote

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  20. 3 votes

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    0 comments  ·  Payments  ·  Admin →
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