122 results found

1. Creating email notifications/ tasks sent to the document owner/ sender

   Some customers are working with the contract end date, which doesn't necessarily is the same as the document's expiration date. The option to set up tasks, even manually, would be useful so that our users don't forget to, for example, follow-up with the customer after the contract ends. Such a task should also result in sending an email notification to the chosen email address.

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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 check the link below:

   Action plan

2. Share template folder with other workspaces

   Ability to share a template folder with other workspaces

   6 votes

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   1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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 check the link below:

   Sharing templates and Content Library items

3. Variable Calculations: Basic Mathematical Operations

   Option to have basic math calculations (addition, subtraction, multiplication, division, calculating percentages) in variables

   66 votes

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   16 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

   • Workflows: Configure quote rules

   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.

4. Recipient Filtering

   Can no longer filter our documents by multiple recipients at one time. It now only let's me filter for on recipient at a time.

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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 check the video below:

   Recipient filtering

5. Too many clicks to content center & going backwards to a content center folder doesn't work anymore

   The change of moving content center into templates created MANY more clicks to edit content center items. If you have a well organized content center with 3 folders to a specific item, It takes up to 5 clicks to get into it initially, then if you have to edit many items in the same folder the top left hand folder hierarchy (image below) it kicks you ALL the way to the beginning.

   So if I have to edit 5 items in the library in the same folder I have to click content center THEN root folder THEN sub folder THEN item folder THEN item. 5 clicks each time,

   Whereas previously the bar worked and took you back to the sub folder making for 1 click.

   I also think the content center is a big enough portion of the software it shouldn't take two clicks to get into it.

   We did this for speed, and I feel like adding layers was not to the benefit of the end user. We are an automation company, so all of our quotes are similar but different, so the content center was the #1 reason we switched to Panda.

   The change of moving content center into templates created MANY more clicks to edit content center items. If you have a well organized content center with 3 folders to a specific item, It takes up to 5 clicks to get into it initially, then if you have to edit many items in the same folder the top left hand folder hierarchy (image below) it kicks you ALL the way to the beginning.

   So if I have to edit 5 items in the library in the same folder I have to click content center THEN root folder THEN sub folder THEN… more

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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, check the video below:

   Content library navigation

6. Either/Or signing (one-of-many authorized signer)

   Title: Either/Or signing (one-of-many authorized signer)

   Request: Add an “either/or signer” recipient type so a document can be sent to two (or more) authorized signers, but only one signature is required to complete the document.

   Expected behavior:

   Sender selects a signer group (e.g., Signer A OR Signer B).
   The document completes when any one signer in the group signs.
   Once one signer completes, the remaining signer(s) are automatically marked as not required and can no longer sign.
   Audit trail/certificate records who signed and that the others were optional.
   Optional: ability to restrict the group to specific emails/domains for compliance.
   Why it matters: Many organizations have multiple people with signature authority, and today we have to rely on forwarding or manual cancellation, which is error-prone and harder to control.

   Title: Either/Or signing (one-of-many authorized signer)

   Request: Add an “either/or signer” recipient type so a document can be sent to two (or more) authorized signers, but only one signature is required to complete the document.

   Expected behavior:

   Sender selects a signer group (e.g., Signer A OR Signer B).
   The document completes when any one signer in the group signs.
   Once one signer completes, the remaining signer(s) are automatically marked as not required and can no longer sign.
   Audit trail/certificate records who signed and that the others were optional.
   Optional: ability to restrict the group to specific emails/domains for compliance.
   Why… more

   1 vote

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   0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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, check the link below:

   Recipient groups

7. I need to simply send an email with a customers plans attached after they complete a binder agreement

   I need a way to have panda doc email a clients plans after they have completed the initial agreement and made a payment. The document would be unique for each customer, so we would have to setup the document that should be sent at the same time we are setting up the binder agreement. I feel like this is something I should already be able to do but cannot for the life of me see a way to do it.

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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, check the link below:

   Sending another document when PandaDoc document status changes

8. Feedback

   From the documents view, when you hover over a specific document and click the menu that appears, when you go to click on CHANGE STATUS the menu quick shifts down one item so I have clicked ARCHIVE a bunch of times. This would be a nice fix to not have the menu change once it's opened.

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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 check the video below:

   Change status and archive menu

9. Add content library items to document based on products added to the pricing table

   Add content library items to the document based on products added to the pricing table. Similar to how smart content works however it is for after the document has been created.

   6 votes

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   1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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 check the video:

   Add content library items to the document based on products added to the pricing table

10. HubSpot: Checkbox field is based on the HubSpot Selection

    If the value in the HubSpot Field is Yes, the checkbox is checked.
    https://share.vidyard.com/watch/1AedhdQaSstgXNmX8XJNm1

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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 check the video below:

    Pulling HubSpot Values into Pandadoc Checkboxes

11. Restrict recipients from accessing other recipients' document link

    Have an option to restrict other recipients from accessing others' document links to prevent them from signing a different document.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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 check the link below:

    Identity verification

12. Select Tool

    As an avid user of e-signature platforms, I deeply miss the simple "mark area" tool which allows me to select multiple form fields in one quick move, thus allowing for a series of actions that would make the e-signature process easier and faster. By way of example, this would allow for a quick series of copy paste of multiple fields (such as the usual date - name - signature form fields) and pasting them while also being able to alternate between recipients.

    Summary:

    1. Drag and select tool (encircle form fields for quick actions like copy + paste)
    2. Assign multiple form fields to a recipient in one click (thus allowing for a much quicker assignment phase)

    As an avid user of e-signature platforms, I deeply miss the simple "mark area" tool which allows me to select multiple form fields in one quick move, thus allowing for a series of actions that would make the e-signature process easier and faster. By way of example, this would allow for a quick series of copy paste of multiple fields (such as the usual date - name - signature form fields) and pasting them while also being able to alternate between recipients.

    Summary:

    1. Drag and select tool (encircle form fields for quick actions like copy + paste)
    2. Assign multiple form… more
    1 vote

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    0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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 check the video below:

    Select and move multiple fields

13. Add customizable pop-up window (i.e. disclaimer) when someone clicks to sign a document

    We'd like the ability to add a customized disclaimer to proposals we send to our clients. For example, when they click the link to sign, they receive a pop-up on their screen with our disclaimer language, which requires them to "agree" to our terms before continuing with the document.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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 check the link below:

    eSign disclosure

14. The option to display the total in the pricing table excluding tax/discounts/fees

    The option to exclude the tax/discounts/fees in the pricing table total row - similarly to how subtotal works, but for the total value.

    137 votes

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    16 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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:

    • Formulas
    • Rules
    • Lookup Tables

    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. document made from a specific template get a tag automatically

    I would like every document made from a specific template to get a tag automatically so they cannot forget

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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 check the video:

    Adding Tags to Documents Automatically

16. add a recipient to the folder to sign the documents

    add a recipient to the folder to sign the documents

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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 check the link below:

    Rooms

17. Update a Salesforce field with a custom value when a mapped PandaDoc field is updated

    Salesforce Automations: Update a Salesforce field with a custom value when a mapped PandaDoc field is updated. For example, when a client chooses 'France' in the dropdown field, 'FR' is pulled to the Salesforce field.

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, it is possible with Salesforce Flow (the SFDC workflow builder), We hope this solution can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

18. Edit the name of a Sent form without clearing signatures and having to re-send
    1 vote

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    1 comment  ·  Forms  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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 check the video below:

    Changing Sent Document Name

19. Make the description of bundled items visible in the quote

    Currently, when you create a quote, only the description of the main item is visible, while the descriptions of bundled items are hidden. It would be great to have an option to make the description of each bundled item visible as well.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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 check the video:

    Product Bundle Description

20. When a contract has been signed in advance - add a date for when the next document needs to be sent eg. the start date of the contract

    When our contracts are signed the user doesn't have access until their start date. We need to send access details on the day the contract actually starts - not when it was signed or sent.

    1 vote

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    0 comments  ·  Automations  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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 check the video:

    Automatically Add Contract Start Dates