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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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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  2. Hide a volume based pricing in the Quote builder

    2 votes

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  3. Option to send via SMS on Mobile app

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  4. Have the ability to change how, when, and the names from commentors are displayed when editing template

    1 vote

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

    1 vote

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

    1 vote

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  9. 1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  10. Ability to assign an approver to an entire room, rather than to individual documents. They would like to have a team member draw up the documents, add to a room, and then once all 7 documents are ready for review, send an email to the manager, who can then review and send the room to the client. They would prefer the notifications to be applied to only the whole room, and not individual emails for each document. And ability to assign an approver to a regular folder?

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  11. When the document creators select "use this template", and then select Skip instead of Continue on the Adding Recipient screen, it doesn't apply the preassigned recipients. We would like to have a way to force the document creators to select Continue, so that the preassigned recipients are always applied to the document.

    2 votes

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  12. 51 votes

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    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!

  13. send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline

    3 votes

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  14. 3 votes

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    2 comments  ·  Automations  ·  Admin →
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  15. Ability to edit template without creating a new automation. Edit "When" not just "Then" section.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  16. Ability to filter the timeline by user/document owner.

    1 vote

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  17. HubSpot - show total ARR at the bottom of the pricing table

    2 votes

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  18. change the document status automatically from expired to declined

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Customer would like to have the ability to pass data from a completed document field signed by their clients to Monday.com

    9 votes

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  20. If the automation is added for the template in one workspace, the automation should apply in all workspaces in case this template is shared

    3 votes

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    2 comments  ·  Automations  ·  Admin →
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