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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6974 results found

  1. autofill date field with sending date/date sent

    2 votes

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  2. 2 or more tokens in 1 fillable field for merge field section

    2 votes

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  3. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Automatically show custom columns when the product is added to the quote or pricing table

    2 votes

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  5. add new role in the document

    2 votes

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  6. 2 votes

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  7. A system variable that will automatically populate the template name, useful when creating documents via CRM integrations

    5 votes

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  8. Smart folders would be more useful (or at least equally as useful) as the "move to folder" automation. Smart folders could automatically sort documents into folders by status. They could also sort documents by tags. Ideally, the document library would be able to be viewed in multiple manners, similarly to the way Gmail uses tags or Outlook uses smart folders. You click on a smart folder, and all of the items that meet the criteria of the smart folder appear, even though the items are not physically located in the smart folder. The smart folder serves as a way to…

    1 vote

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  9. Integration with Egnyte

    1 vote

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  10. Ability to add nicknames or notes in contact feature

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. In the "My documents" section, you can see the creation date on the list, but if you use the search feature, it only shows you the "modified date" and doesn't give you the option to see the created date. i wouldn't mind a whole separate option for it or still being able to change the modified date column to the created date column. Sometimes we are looking for patterns with templates failing or getting stuck in draft from our API and it's more helpful to see the created date then it is the modified date.

    1 vote

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  12. Would love to be able to integrate directly into Click Up to create tasks from accepted documents AND attach the document to the task. Would make our workflow much easier, and reduce some manual processes.

    1 vote

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  13. HubSpot deal is created automatically once a document is completed

    3 votes

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  14. Ability to set a primary owner of a workspace different than the Account Owner

    9 votes

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  15. There is currently no redlining/suggestion feature available for Pricing Tables (only regular tables). Currently, recipients can only "Add a comment" to the pricing table.

    Clients being able to directly make suggestions in the pricing table fields, the same way they can for text content, would greatly improve closing speed and recipient experience.

    3 votes

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  16. Poder actualizar las tarifas de precios sin tener que descargar todos los productos del catalogo. Tener seguimiento de fechas de actualización de tarifas y fecha de entrada en vigor de una tarifa.

    English:
    Be able to update price rates without having to download all the products in the catalog. Keep track of rate update dates and the effective date of a rate.

    1 vote

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  17. Payment integration with GoDaddy

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  18. Enhanced Tagging System

    Overview:

    Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.

    Key Features:

    Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.

    Template-to-Document Tag Transfer: Tags…

    2 votes

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  19. Do you plan to add WORDLINE/INGENICO payment support ? It's a European leader.

    1 vote

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  20. Add Assets to the objects supported by the SFDC integration.

    2 votes

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