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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7402 results found

  1. Option to setup different pricing for recurring charges

    Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)

    6 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  2. [Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato

    Quote builder to be available in Make.com, Zapier, Workato

    28 votes

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    5 comments  ·  Automations  ·  Admin →
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  3. Pipedrive automations: ability to choose between more document statuses as a trigger

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Conditionally require fields based on custom variables

    Currently, you can only add conditional rules for fields based on dropdown, radio, or checkbox fields contained within the document. I would like to set up a rule that requires signature based on a custom variable that is populated by a smart form.

    Our staff members fill out a smart form which generates a registration document for students receiving state financial assistance for a class. If the class is one of our programs that requires a background check, we want the student to sign and authorize the background check on the form, along with signing other acknowledgements.

    I tried setting…

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Upload image or photos in collect files field using API

    to be able to upload an image or photo in the collect files fields using API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  6. Friendly Payments Payment Gateway

    I was wondering if it's possible to integrate with a company called Friendly Payments?

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  7. ECS Payments

    ECS payment gateway option

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  8. Chime Payment Integration

    Chime Payment Integration

    4 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  9. Enable User Groups for Permissions and Workflow Management

    For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
    I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.

    10 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Move Completed document to a folder based on "name contains" value

    There is currently an automation to send certain templates to different folders upon completion, but I would like to have a rule that allows us to set a "name contains" value and based on that criteria, send it to the corresponding folder.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. MS Dynamics: Create a note in the Account Timeline in MS Dynamics when document activity happens

    Make MS Dynamics automation work with a document created from the account object.

    We can create a note for a Quote/Opportunity in MS Dynamics when document activity happens, but we cannot do this for a document created from an account object.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. PayKings payment gateway

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  13. Bulk download document attachments

    Bulk download for attachments

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. API - Create Tags in Template

    Ability to add tags in template via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  15. Option to send a document via email and SMS via Zapier

    Option to send a document via email and SMS via Zapier

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Header & Footer: Be able to have a different first page header

    To be able to have the header be different than the rest of the document. Currently, the cover page doesn't allow for block building making it not an option for one type of proposal.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Sort email attachments in order they appear in bundled document.

    Option to have PDF attachments of bundled documents sorted in same order as they are in the bundle. Currently they are sorted alphabetically.

    1 vote

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    0 comments  ·  Esign & Notary  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

  18. Share document to a room directly from the actual document

    Customer would like to have the ability to share the document created from CRM directly from the actual document to the room.

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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  19. Move to Folder Automation--Need more options & ability to edit

    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…

    2 votes

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    2 comments  ·  Automations  ·  Admin →
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  20. Multiple Sender Names

    Option to have multiple Sender Names for one login.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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