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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5360 results found

  1. Skipped Optional Radio Buttons/ Checkboxes Warning

    The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Option to Edit the price in Volume Pricing

    • Will allow the user to be able to change the price that is set in volume pricing
    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Ability to change default title for documents created via HubSpot

    Ability to change default title for documents created via HubSpot

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. Remove the option to leave a public comment on a form

    Remove an option to leave a public comment on a form for the recipient

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. Approval process linked to pricing table variables

    Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario:

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  6. Salesforce: merge multiple tokens into one field

    In Salesforce Billing Address is captured in separate fields like Billing, Street, City, State, Postal code and country. How do I merge multiple fields from Salesforce into one field in PandaDoc?

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Save videos of terminated notary sessions

    An archive or the feature that will save videos/recordings even when a Notary Session has been terminated.

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. BambooHR integration improvement

    1. It would be great to receive a notification from BambooHR as a reminder when the record is created since we have to manually add more information.
    2. The Information that can be pulled into the employee record in BambooHR from the PandaDoc document are too little compared to the many others we have to manually add. It would be great to have more info automatically added
    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Ability to pass products from multiple Salesforce objects to a single document.

    Ability to pass products from multiple Salesforce objects to a single document.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Option to view the all documents expiration date in the separate column on the Documents tab

    Option to view all documents' expiration date in a separate column on the Documents tab (different from the Expiring soon tab)

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  11. Ability to set up "Home overview" section in a way so that all users' documents are visible there.

    Ability to set up "Home overview" section in a way so that all users' documents are visible there.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Mobile App: Invite New User

    Ability to invite users in Mobile App

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  13. Generating In-Person Signing Link via PandaDoc API

    Option to generate in-person signing link via PandaDoc API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. Update document value if specific radio button is checked

    Update document value if specific radio button is checked

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Adjust the size of the background image manually

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Ability to add signature to a completed document

    Ability to add signers to a completed document (countersign a completed document)

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  17. Allow empty value on radio button option

    Allow empty value on radio button option

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. [Word import] the Signature string Word feature to convert this signature into a PandaDoc document

    the Signature string Word feature to convert this signature into a PandaDoc document

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Markate CRM

    Integrate with Markate (CRM) or create a native PandaDoc automation.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Conditional smart content for images to populate in pricing tables

    conditional smart content for images to populate in pricing tables
    Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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