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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5360 results found

  1. Delete attached file that was upload via manual status change

    Ability to delete the attached file from Audit Trail that was uploaded via manual status change

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Import data from Excel into document fields in PandaDoc

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Allow to send a document with multiple signers to send without knowing the additional signer's email

    It would be helpful if there are multiple signers to a document:
    - first signer identified/assigned - fields.
    - Second or multiple signers - unknown emails/unassigned.

    Perhaps when they receive the document, there could be a registration or verification for the field assignments.
    Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
    Issue: sender does not know the additional signers to add before sending the document

    11 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. [Catalog] Ability to upload image via API instead of using the image URL

    Ability to upload image via API instead of using the image URL.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  5. [Pricing table] option to divide Name column

    The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Edit the way total is calculated in Quotes (possibility to add or subtract the recurring payments)

    Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. limit document creation to be only created from CRM at the template level

    limit document creation to be only created from the CRM at the template level
    This will assist with adoption and further implementing best practices.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. [Integration]: Go High Level CRM

    Add the CRM Go High Level to PandaDoc

    12 votes

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    4 comments  ·  Integrations  ·  Admin →
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  9. Enable automatic creation and sending of recurring invoices

    Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  10. More formatting options for pricing table cells. (see description)

    Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.

    10 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Being able to change the email the document is sent from

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Ability to rename a theme without saving a new one.

    Ability to rename a theme without saving a new one and deleting the old one. Having this option would allow us to change the name of a theme without having to change the defaults on templates, in Settings, etc.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Ability to add options to the dropdown field via uploading an excel file/google sheet.

    Ability to add options to the dropdown field via uploading an excel file/google sheet.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Conditional logic for Qoute Builder

    Will allow the user to set conditional logic for Qoute builder

    18 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Auto page break when convert to editable doc

    When uploading a long contract, it does not insert page breaks automatically. When I want initials at bottom of each page, it makes it impossible without manually chopping it up myself which is difficult. I would like for a word file to import with exact same format and page breaks.

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Ability to have multiple optional initial fields (conditional)

    The signer would have the option to choose which initial field they wanted to initial but mandatory that they choose at least one.

    4 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  17. Improve email deliverability and rate of emails going to spam

    Resolve issues that result in emails to our clients getting blocked or going to spam

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  18. automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Fields for Title and Name

    Add TITLE and NAME to the fields as fast options.

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Save changes manually

    Have the ability to save changes manually instead of relying on the cloud

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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