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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7599 results found

  1. Highlight the price of a product in the quote

    Highlight the price of a product in the quote

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. To show that the changes in SalesForce was made by the automation

    The client sees that when the Opportunity changes its status when the signer completes the document when Change Salesforce opportunity stage whenever a document’s status is updated automation i used. They want to see the name of the used automation instead of the signer's name in SF when the automation is used.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Room Level approval workflow

    Since we have a Room which allows us to create a secure collaboration space. It will be benefecial to have a general Approval Workflow process within the room before publishing

    4 votes

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    1 comment  ·  Approvals  ·  Admin →
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  4. Support Zapier for Rooms

    Support the ability to add a recipient to a Room using Zapier.

    6 votes

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    1 comment  ·  Rooms  ·  Admin →
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  5. Renewal notifications available via API

    Setup renewal notifications via API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  6. Option to Prefill a Field but require the Signer to Confirm it's Correct

    Option to prefill a field that the signer still has to confirm is correct and prompt them to do so. Required fields that are prefilled with information by the Sender are being skipped over as "answered".

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Mobile app: Shared with me tab

    Option to see "Shared with me" tab when using mobile app (on Android and iOS)

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  8. Upload documents to HubSpot objects via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  9. Automation to bundle PDF/Docx files from Monday.com with a document in PandaDoc

    Merge PDF/ Docx file on Monday.com with PandaDoc document automatically

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. See the note that was added when manually updating a document status within the document.

    When manually updating a document status and adding a note to why it was closed, it would be nice to have the note somewhere on the document. Right now nothing shows up on the document when it is closed out and a pdf sent to both myself and the customer. Not having the reasoning why this was closed out and a signature not collected make me have to go back into PandaDoc to track this down. It would be nice to have it more visible right from the dashboard and/or directly on the document in lieu of the signature certificate…

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Ability to hide sections in Quote Builder

    Looking for an option to hide sections in the quote builder for users who want to add a section but don't want their client to see it.

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  12. NetDocument integration

    NetDocument integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Allow HubSpot field mapping in Content Library items

    Currently you can only map properties to HubSpot from templates. I'm making a template with a lot of conditional logic which requires me to create Content Library items as building blocks. I would really like to be able to map my questions in these building blocks to HubSpot properties.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. Option to Hide Fields in Catalog for Specific Users

    Option to hide specific fields, such as price and cost, in the Catalog for certain account users.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. pass mobile and phone number from salesforce

    pass mobile and phone number from salesforce

    For now, only one number mobile or phone can be populated

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Reporting metrics on users

    The ability for reports to show user data/internal rate, for example:
    - First response time - time to respond/open a quote once it has been submitted for approval
    - Number of edits - number of edits required on documents before approval
    - Time to approve quote from submission to approval - see how long the quote approval process is

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  17. Option to upload a custom font from Type Together

    Option to upload a custom font from Type Together

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Contract repository: ability to retrieve data from Data fields via API

    Ability to retrieve data from document Data fields via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  19. Contract repository: pass data from 'data fields' to CRMs/Zapier

    Contract repository: pass data from 'data fields' to CRMs/Zapier. For example, there is a data field named Claims Number, and it is not a variable on the document itself. The data field is filled and the client would like to be able to process this data in Zapier (similarly to variables).

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Contract Repository: Fill in data field values for templates/documents in bulk.

    Have the option to fill in data field values for templates/documents in bulk instead of one at a time.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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