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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.

    3 votes

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    2 comments  ·  Forms  ·  Admin →
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  2. It would be great to be able to create approval workflows connected to Workspaces, instead of a template.

    This would mean that documents that are received and uploaded into PandaDoc, could still go through this approval workflow. Supplier contracts, for example.

    4 votes

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    1 comment  ·  Approvals  ·  Admin →
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  3. Add multiple table subtotals to specify which columns we want included in that amount, and reference that subtotal as a variable in the document text

    Right now, by default, when you add a subtotal, it just includes all the price columns, but we want to be able to click on it and enable/disable the columns you do or don't want in that subtotal

    We also want the discount column to be configurable similarly, where we can specify which columns that discount applies to, because right now it applies to the whole row

    We ultimately just need the smart fields to…

    1 vote

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  4. Right now, when a user is removed from a workspace, that user is not removed from an approval workflow. An error message is received and the approval workflow can't be updated until the deactivated user is removed from the approval workflow. If that user is in a lot of approval workflows, it will be monotonous to remove the deactivated user from all of the approval workflows.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  5. Currently the automation to upload a document to SharePoint only allows you to save to the home site. We want to save to a specific site's document location.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Select Connect account during the Automations setup.
    2. In the Authorization window, scroll to Site name.
    3. Add the name of the SharePoint site you want to connect to. If left blank, Workato will connect to your default home site.
    4. Use the site name as found in the URL of the site page. For example, if the URL is https://company-name.sharepoint.com/sites/product, use product.
  6. add a signature field to the attachment added to the document via Zapier

    2 votes

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  7. TakePayments - payment integration

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. Report showing documents created in PandaDoc and linked back to CRM

    2 votes

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  9. Keep the formatting when importing Google Doc

    4 votes

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  10. It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    24 votes

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  11. Ability to add a field caption

    1 vote

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  12. Once a recipient fully signs all their fields, the document will be "finished" for them (without the need to click on Finish button)

    1 vote

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  13. Ability to create active subscriptions instead of the scheduled ones

    1 vote

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  14. Auto fill repeating fields - signature and initials fields

    19 votes

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  15. The ability to reorder pages/sections of a document via API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  16. Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
    ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)

    2 votes

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  17. 2 votes

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  18. Ability to merge text blocks.

    1 vote

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  19. Currently, when you click add products, it automatically adds them to the bottom of the section.
    Some of my templates have things at the bottom and I want them to stat at the bottom.
    I suggest a tickbox when you select products that says "add to top of section" so that you don't have to rearrange things once you add them

    1 vote

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  20. 2 votes

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