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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Table of Contents for all documents that are bundled as one document.

    1 vote

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  2. It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.

    8 votes

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  3. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  4. Option to add vertical videos to the document and keep it vertical formatting (without greyed out area)

    6 votes

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  5. How can I mark a proposal complete if the person signs up another way, like on the phone? It messes up my conversion ratios. The proposal was approved via the phone but not signed. Usually with existing customers.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  6. We sell through resellers and other partners. We would like to provide a larger margin to partners (discount) for year 1 sales versus year 2+. Right now, we add custom columns showing this, but we cannot summarize (automatically) the total contract value over multiple years.

    1 vote

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  7. Become PSRE compliant (Indonesia)

    1 vote

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  8. Display Card details field conditionally based on the value of the variable.
    For example, if the [Payment Method__c] variable value is PayPal, the recipient will be prompted to add their card details, which will then be saved in PayPal.

    1 vote

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  9. Right now we send out hundreds of PandaDoc's out each day. We have a sequence in HubSpot that auto emails the prospect that the will receive a proposal via PandaDoc the next day. Right now our sequence creates a task for each client to send the PandaDoc. It's all the same document. It sure would save a lot of time if we could automate the sending of the PandDoc.

    1 vote

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  10. Share a single document link with all recipients, rather than creating a unique link for each user.

    16 votes

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  11. conditional rule for text field

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  12. The ability to splice existing paragraphs in a document, similar to video or music editing software. This would allow users to easily add line breaks or page breaks within a paragraph.

    2 votes

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  13. Ability to upload more than 10 files to Attachments

    2 votes

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  14. Automatically apply the signer's name to the document completion notification

    2 votes

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  15. Option to update values from Salesforce via Import from CRM option for sent and viewed documents

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  16. At the moment, we can only add tags while on the document list. It would be great if it worked while viewing the document too.

    1 vote

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  17. Option to send an SMS (text) reminder if a recipient's phone number has been changed. For example, if the reminder failed to send because the phone number was entered incorrectly, you need to wait 24 hours to change the phone number and send the reminder again, even if the first reminder didn't go through.

    1 vote

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  18. Option to send more than one SMS reminder during the 24-hour period

    1 vote

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  19. Decimal places in Salesforce tokens, have more than 2 numbers after decimal

    1 vote

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  20. images uploaded by recipients into a PandaDoc document automatically added to our corresponding Hubspot deal

    1 vote

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