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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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16 results found

  1. Smart content based on the products selected / used in the document

    want to populate the smart content option based on the products used in the document

    24 votes

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    1 comment  ·  CPQ - Catalog  ·  Admin →
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    On roadmap  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for taking the time to leave your request. Currently, this is not available, but the good news is that we have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc when it is live. Stay tuned!

  2. More connection between workspaces: Design options, themes, settings shared between workspaces

    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • shared settings for all the workspaces to better manage the account
    42 votes

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    On roadmap  ·  7 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Salesforce true 2 way sync

    When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.

    133 votes

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    25 comments  ·  API, Payments & Integrations  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. Great news! Most of the PandaDoc for Salesforce functionalities you asked for here have already been released or are in the roadmap. 

    Learn more about these recently released functionalities by clicking on the links below:

    We have more planned for the coming quarters so stay tuned!

  4. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals) [WORKAROUND PROVIDED]

    Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    97 votes

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    6 comments  ·  Approvals  ·  Admin →
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    On roadmap  ·  AdminLiza Gatsak (Admin, PandaDoc) responded


    [WORKAROUND]

    Hi all! 

    I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z 

    I would be happy to answer your questions and get a feedback from you. You can…

  5. Redirect recipient to a custom URL upon completion

    Ability to redirect a recipient to a custom URL when they complete a document.

    388 votes

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    46 comments  ·  Automations  ·  Admin →
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  6. Send documents with unassigned fields: No need to assign fields

    to be able to send the document even with unassigned fields.

    56 votes

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    7 comments  ·  Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that it is on our roadmap and should be available in one of our upcoming releases.

    We will be communicating it through our product newsletter, via an alert inside PandaDoc. and here in our idea portal.

  7. Conditional discount (amount)

    Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    56 votes

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    9 comments  ·  CPQ - Pricing Table  ·  Admin →
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    On roadmap  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    Hi, 

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  8. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    199 votes

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    40 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Set Variable formatting passed from CRM (commas in variables)

    Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    100 votes

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    13 comments  ·  Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that it is on the roadmap and we will begin working on it soon. We will be communicating updates through our product newsletter, via an alert inside PandaDoc, and here on our idea portal. Stay tuned!

  10. Tokens/Variables in saved messages / email body or subject

    153 votes

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    On roadmap  ·  27 comments  ·  Automations  ·  Admin →
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  11. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    • set approvers for groups of users within PandaDoc
    • user-related not template related
    62 votes

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    18 comments  ·  Approvals  ·  Admin →
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    On roadmap  ·  AdminLiza Gatsak (Admin, PandaDoc) responded

    Hi all!


    I’m happy to announce that one of our most-requested features, selectable approvers for document senders, is now available. This feature allows you to manually select an approver from a predefined selectable group before a document is sent for an approval.

    A document-sender can now select an approver based on the team they're part of. And our new feature allows for flexibility if you need to select a different approver while a document is still in the process of being completed.

    Selectable approvers also makes it easier to manage which document notifications go to specific members of an approval group. This helps reduce inbox clutter, since nobody wants to receive document notifications they don't need.

    Admins and/or Managers who set an approval workflow for others and manage templates for different approvers and teams will also find selectable approvers helpful.

    Read this Help Center article to learn more about setting…

  12. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    38 votes

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    11 comments  ·  Recipient Experience  ·  Admin →
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  13. Percentage of total payment (deposit) / partial payment

    Using stripe we would like to add 50% payment. In the video it shows this option but i dont seem to have it in the editor?

    45 votes

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    6 comments  ·  API, Payments & Integrations  ·  Admin →
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    On roadmap  ·  AdminMolly Abrams (Admin, PandaDoc) responded

    Hi,
    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  14. Hubspot workflow

    Any plans for Hubspot Workflow?

    42 votes

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    2 comments  ·  API, Payments & Integrations  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) 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 those scenarios namely:

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

  15. Netsuite

    Integration with NetSuite

    38 votes

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    1 comment  ·  API, Payments & Integrations  ·  Admin →
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    On roadmap  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    Hi, 

    Thank you for taking the time to leave your request. This integration isn't available at the moment. The good news is that we have already started working on this, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  16. 2 way sync Zoho

    2 way sync with Zoho CRM

    37 votes

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    5 comments  ·  API, Payments & Integrations  ·  Admin →
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    On roadmap  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    Hi, 

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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