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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6985 results found

  1. For example, if the aim is for the document name to be Template Title + Full Name (field in the opportunity). It's not possible right now to do this because the field wouldn't know the name of each Template being used

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. The ability for all PandaDoc responses to be captured in the Salesforce picklist.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. The ability to disable the change language option recipients have in the document view

    2 votes

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  4. External Automations: when a product is added from the Catalog, an additional predefined product should be automatically added as well.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. 2 votes

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  6. For now, only one session link for embedded signing can be generated at a time. It would be great to have the opportunity to generate a few session links in one call.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  7. I am working on a large pricing table, and I would need to add a couple of hundred rows at once

    3 votes

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  8. Currently, we can bundle documents via API but not add documents as pages.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  9. Ability to use forms in Rooms

    3 votes

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    2 comments  ·  Rooms  ·  Admin →
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  10. The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. The employee who added variables to our PandaDoc templates via Monday.com items is no longer with us. I currently have multiple Monday.com boards with active items being used as variables connected to multiple PandaDoc templates. The problem is I have no idea which variables listed in Monday.com are connected to which templates in PandaDoc. I'm trying to figure out the best way to find out where the variables are connected/integrated in Monday.com and vice versa.

    3 votes

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  12. Option to update or edit a template/document and dynamically mass update bundled templates/documents

    5 votes

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

    4 votes

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  14. When we are assigning signature blocks the searchability by name does NOT work. So we are having the issue of people typing in a name, assuming the contact does not exists, then adding in a new contact (which tends to be wrong) and sometimes that data being pushed into the contact list and editing our contacts.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. 2 votes

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  16. Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. Option to restrict users from declining documents: Allow only Admins, not Managers, to manually change the status of documents to Declined.

    2 votes

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  18. Restrict users from declining a document after so many days
    Example:
    1. The contract was signed on May 1st.
    2. On July 14th, a manager decides to decline it
    3. PandaDoc doesn't allow him to do so because it's possible to do so only within 30 days after the contract was signed

    2 votes

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  19. 2 votes

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  20. when uploading a document with form fields, make the fields require

    3 votes

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