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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2929 results found

  1. [Bulk Send] Send via SMS

    We would like to be able to use Bulk Send with the Send via SMS feature.

    24 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  2. Export csv for one document created from form

    To download the CSV file for one form response, not for all responses from one form

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Restrict managers from adding in new users. Only allowing them to add guests

    Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Upload to Sharepoint automation for non-templated document

    At the moment PandaDoc -> Sharepoint automation can be set up only for documents that are created from templates.

    The feature request is to be able to set up the automation for documents which are not created from templates.

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. Pull recipients from Salesforce after document creation

    Pull in the newly linked contact to the document that was already created and now linked on the opportunity without retyping the name

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Single file for all documents within a bundle when downloading them in bulk

    Each document within that folder is made of several. Currently, when is it complete and it is downloaded, it separates each component of the 1 document into many. I expect a single PDF file for all documents within a bundle when downloading them in a batch.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Option to change payment pop-up wording

    Not able to remove or change the wording of the pop-up that appears when recipients open a document that says complete and pay. (What if they don't want to complete and pay? They need to review the proposal first.)

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  8. Link documents back to Zendesk Support

    The option to link PandaDoc documents to Zendesk Support.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  9. Recipient Analytics Reporting

    Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    15 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Invite users with specific domain

    Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Automations based on Forms

    Automations based on Forms

    24 votes

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    3 comments  ·  Forms  ·  Admin →
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  12. Dashboard - be able to add Customisable Tiles to Dashboard

    • add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
    9 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  13. [Word Import] Option to Upload Editable Word Documents with Preserved Comments

    Option to Upload Editable Word Documents with Preserved Comments

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Send auto-reminders to the document owners too

    We need to see the auto-reminders too, the way they are sent to the recipients

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Auto-fill sender's signature fields when creating a document from a template

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.

    Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Pass specific currency formatting to PandaDoc

    At the moment: Custom money variables will pass to the document without a currency symbol and formatting. - per the Help Center article Hubspot CRM.

    This request is in regards to allowing values '.00' to be passed with currency. For example, 250.00 will currently be passed as 250 - the client would like the value to come in as 250.00.

    7 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  18. Salesforce: sync subtotal from PandaDoc to opportunity

    I would like to know if it's possible to sync the Subtotal field from a PandaDoc template with the Opportunity Amount field in Salesforce. Ideally, when a new template is created/updated in PandaDoc, the subtotal would automatically update the opportunity amount in Salesforce.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. Quote builder design: ability to change 'Text' column alignment.

    12 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  20. CPQ Data field currency

    Would be great if there is a data field option as a currency.
    This way we can use this variable as an item from quote to document display.
    D

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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