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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7668 results found

  1. Allow uploaded .DOCX files to be editable using https://www.npmjs.com/package/pandadoc-editor

    It's currently not possible to make uploaded .docx file editable using the PandaDoc Editor NPM Library: https://www.npmjs.com/package/pandadoc-editor
    We would like it to work the same way as within the native PandaDoc application.
    we should be able to make .docx files editable using this NPM Library

    2 votes

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    0 comments  ·  API  ·  Admin →
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  2. move a quote builder on a cover page

    Inserting/moving the quote builder block on the cover page of your document,

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  3. Webhook: Event for Approved Document

    webhook event for document approved

    8 votes

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    3 comments  ·  API  ·  Admin →
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  4. Populate the product description from Pipedrive from Products -> Variation -> Comment

    Populate the product description from Pipedrive from Products -> Variation -> Comment, currently it is passed from Deal -> Products -> Show details -> Comment.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Get a pop-up notification from the app when one of your clients signs a contract

    Get a pop-up notification from the app when one of your clients signs a contract

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  6. Automation: Create a lead in Salesforce once a document is signed

    Automation: Create a lead in Salesforce once a document is signed

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. HubSpot Automation

    Total One time Costs
    Total monthly costs
    total quarterly costs
    total yearly costs

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. Add Related Products to Pricing Table Based on Initial Selection

    Ability for a pricing table to automatically display related products or services based on the initial selection made by the user. For example, when a user selects a primary product or service, the system would dynamically suggest or populate additional related items in the pricing table.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. email template

    Set a default email template that autopopulates in the email but allows users to edit the message as needed.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  10. General Setting to Disable Field Detection/Field Auto-Placement

    Introduce a Global User/Workspace Setting that allows users to permanently disable the automatic "Field Detection" prompt. This would allow for a more streamlined, uninterrupted editing experience while still keeping the feature available for manual activation if needed.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Automate sending a Report based on data within an account's Reports tab.

    Customer wants to be able to automatically receive a Report of all Paid documents via CSV file, sent to her, as an example, every Monday. The report will include can include what's currently available within the Reports tab or a custom report.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. API: Track individual field completion or real-time page navigation

    Create an API endpoint or webhook that triggers based on individual field completion or real-time page navigation.

    we're looking for some way of better tracking how far along someone's getting with a document. Right now it's split into 10 key requirements, so we thought maybe that's a better way of tracking progress within a document

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. Highlight sections of the template that are in need of approval

    Currently, users can set up approval rules on templates based on quote fields (e.g., discounts applied to items). However, it’s not visually clear on the quote which sections are subject to these rules.

    It would be great if sections requiring approval - when the conditions of the approval rules are met - were automatically highlighted so the approver can easily see what to focus on. For example, if any item in a section receives a discount that triggers an approval rule, that section should be visually highlighted.

    This would allow approvers to quickly identify which parts of the quote require…

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  14. Remove/delete grand total (not just hide)

    Remove the grand total

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Syncing PandaDoc Pricing Table Subtotal to HubSpot Contact Property

    We would like to request the ability to expose pricing table section-level subtotals as usable variables/tokens that can be mapped and synced to a HubSpot contact property when a document is sent.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. Customize notification on cancelled notary sessions.

    Ability to customize notary message that is sent out for cancelled sessions. Currently includes email of person who created request. Would like it to reflect a 1-800 phone number instead.

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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  17. White Label SMS

    White Label the SMS message to confirm a user's identity (recipient verification) to remove the PandaDoc logo.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  18. Rooms: Create Custom Role / Access Groups

    Can we create Room user groups that have standard accesses, like Internal vs External group 1, External group 2, etc.

    1 vote

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  19. Ability to add "@-mention" in a document chat once it gets sent out.

    Ability to add "@-mention" in a document chat once it gets sent out.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Remove the newly added blocks have to be after texts update

    You've recently changed the adding of blocks to be after text, instead of allowing it to be dragged anywhere as it was before- please change this, its making generating documents much more annoying

    1 vote

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    0 comments  ·  API  ·  Admin →
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