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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. 6 votes

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  2. Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  3. To better manage item distribution in Quote Builder during PDF rendering.

    23 votes

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    • Will allow the user tp download the audit trail in PDF form
    13 votes

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    1 comment  ·  Other  ·  Admin →
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  4. Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    (now it's YYYY-MM-DD by default and there's no way to change it).

    6 votes

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  5. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. add GST currency ( Green Satoshi Token) to the document value

    2 votes

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  7. Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    16 votes

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  8. A button that you click that will automatically replace PD variables in templates/documents with supported equivalent HubSpot variables for use with integration.

    1 vote

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  9. The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.

    2 votes

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  10. When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in…

    2 votes

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  11. For the quote builder, we do a fair amount of work where the labor is not taxable, but include products that are taxable. It would be fantastic if we could mark specific items in the quote as taxable or not taxable.

    1 vote

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  12. At the moment, you have to create a US-based account to be able to log in to the Help Center

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  14. Automatically countersign document (NDA) once client signs, then send email/document in HubSpot when document (NDA) is signed by both parties.

    This would save us thousands of clicks and hours of time every day.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Change the field type, i.e. changing the signature field to a text field

    2 votes

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    1 comment  ·  API  ·  Admin →
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  16. Automatically send access to a specific pandadoc room once a form (in our case, an NDA) is signed

    We want to use pandadoc for our data rooms to keep the NDA's/ data rooms for businesses on one platform

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  17. Ability to apply multiple themes in one document. For example, a different theme for one page in the template:
    In one of our templates we have some pages with a white background and some with a black. I think we were hoping to be able to apply a theme to one page, so we can have the design uniform - all the text on the black background would need to be a different color than the text on the white background.

    2 votes

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  18. Manually change the document status from completed to approved

    2 votes

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  19. Customer would like to be able to assign one recipient in two different roles with signing order

    4 votes

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