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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7292 results found

  1. Option to link conditional fields to payment

    3 votes

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  2. Payment variables: system variables that will reflect the details of the payment setup configured on a document

    1 vote

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  3. Have the ability to change the image in an image block without changing the previously set format or margin.

    2 votes

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  4. Add the design tab as it is in the regular UI to the embedded editor, so that formatting options such as page number display can be set.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. We’re currently using Stripe as our payment gateway for proposals sent through PandaDoc.

    At the moment, we don’t want to show credit card surcharges on the proposal itself (in the pricing table), but we still need to charge this fee when a client pays via card.

    Is it possible to edit or adjust the Stripe payment amount after the document is sent but before the funds settle, so we can apply the surcharge on the backend instead?

    Or is there a recommended way to apply a Stripe surcharge without including it visibly in the proposal pricing? Stripe says they do…

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. The customer would like the ability to create and manage teams before setting up a new workspace. Right now, PandaDoc asks users to select a team during workspace creation, but there’s no way to create a new team at that point. This can be confusing, especially if no relevant team shows in the dropdown.

    Suggested improvement:
    - Allow team creation before starting the workspace setup.
    - Option to define a new team if the one they need isn’t listed.

    2 votes

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  7. Auto-renew feature for the expired engagements/documents to be automatically renewed.

    2 votes

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  8. Ability to automatically enable ID Verification on previously created document

    1 vote

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  9. Currently, even if there is no payment extension added to the document, if there is a document value, when you select to send the document via link, there is a notification at the top that says "This document contains a payment $ assigned to ."
    This is confusing for clients because, while there is a pricing table on the document, there is no actual payment on the document. It looks like when they send the document, their recipient will be prompted to pay, even though they won't actually be prompted to pay.

    2 votes

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  10. Linked fields in Smart Forms.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  11. It's super annoying that individuals can only be assigned to a template roles for a document created by a workflow if they're a contact in PandaDoc. The correct behavior would be to allow a user to select a contact associated with the deal record, like they can when creating a document from a HubSpot deal record.

    I'm having to train my users to work around this limitation.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  12. Issue:
    Currently, when adding a new Recipient Group through the PandaDoc API (or manually) with the exact same name as an existing group, the existing group's members are overwritten or updated with the new group's members, instead of creating a distinct new group.

    Impact:
    This behavior causes significant issues and data inconsistencies, particularly when managing recipient groups programmatically via the API, as it leads to unintended changes in existing recipient lists.

    Proposed Idea/Solution:
    Please implement a system that ensures recipient groups with identical names are treated as separate and distinct entities. This could be achieved by:

    Automatically appending a unique…

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. 1 vote

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    0 comments  ·  API  ·  Admin →
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  14. I have the need to use tabular data that is non-product related into my Pandadoc templates.

    What I mean by this is for a quote / proposal or other primary object, I have custom lookup objects in Salesforce that needs to be mapped in a repeatable way into a standard table in Pandadoc.

    I don't want to use a pricing table or quote builder table, just a standard table with rows that repeat for each related lookup object associated with my primary object, say a quote or an opportunity in Salesforce.

    Even better would be an upsert functionality with form…

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. We use PandaDoc with HubSpot. Current formatting requirements are very rigid. Would be very helpful and improve readability for our customers if quotes could have simple flexibility such as US date formatting option, forward slash or period for dates instead of strictly hyphens, and commas allowed for numbers.

    It would also be very helpful if a simple notification appeared in the UI when there is a sync error. We have had ongoing mysteries with our team that can take 30-45 minutes to track down sometimes because a simple value mismatch has occurred (e.g. a comma used in a number, date…

    1 vote

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  16. Currently when you open PandaDoc.com on a mobile browser, the mobile version of the site displays, but there's no way to opt out of that version & continue displaying/using the full desktop version.

    As someone who prefers to use a mobile browser over an app, it would be nice to at least have the option to display the full site on my mobile browser.

    The mobile version still has very limited functionality, and as an admin I'm often asked to do simple tasks like check out settings/integrations/etc. As it stands now, I have to pull out my laptop to do…

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  17. Rather than just showing the number of seats being paid for, show how many users are also using the license.

    1 vote

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  18. Requesting an integration with Bunq as a payment gateway.

    1 vote

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  19. Requesting an integration with Bilky as a payment gateway.

    1 vote

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  20. Additional ID verification with Biometric Checks and Share Code integration aside from the existing Qualified e-Signature that we have here in PandaDoc.

    1 vote

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