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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7072 results found

  1. Our team uses printavo CRM as an event planning company. Its different but it works for us. I would love to see integrations between the two to be able to automatically transfer client info from one to the other

    1 vote

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  2. Ability to embed JavaScript codes for Auto complete on Forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Currently, when shared CLIs are used for documents with smart content, they are copied into the local workspace, creating a CLI in the local CLI lister as well as the shared folder.

    Clients want to avoid having duplicates in their WS and would like this not to happen when the CLI is used.

    2 votes

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  4. Can we customize the prompt asking what to do with the blank variables? We want no options here, but filling the blanks.

    2 votes

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  5. granular with webhooks that they receive with filters (only notified when completed document/PDF available for download)

    1 vote

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    0 comments  ·  API  ·  Admin →
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  6. TheKey is primarily handling ACH payments with varying amounts and is looking for a PCI-compliant solution.

    Versapay is important to them because it is a payment processor that they are interested in integrating with PandaDoc, as their current data collection process is different from what PandaDoc's Payments app can handle.

    2 votes

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    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!

  7. insert pricing table on a table block

    2 votes

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  8. 1 vote

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    1 comment  ·  Forms  ·  Admin →
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  9. Sometimes users need to change products in Salesforce based on the interaction with the customer. They can use the Salesforce reorder tool to put the items in the desired order. But it seems PandaDoc does not respect the new order in Salesforce-- it still enters items in the order they were added. The users then need to reorder the items in the generated document. We are trying to minimize users' need to change the document once generated to minimize errors.

    1 vote

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    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 follow the steps below:

    1. Go to PandaDoc Setup, then click on PandaDoc Configure Pricing Items.
    2. Below, under Pricing Items Sorting, you can set up the order in which you want the products listed in the PandaDoc pricing table.

    More info can be found here.

  10. Objective:
    Enable users to dynamically generate URLs with embedded variables, allowing for personalized or context-specific links in PandaDoc documents.

    Feature Description
    This feature allows users to insert a hyperlink in their documents where the URL dynamically substitutes predefined variables. These variables can represent specific data fields such as recipient names, document IDs, or custom fields.

    Example Use Case:
    A user creates a link in a document with the URL:
    https://example.com?user={FirstName}&doc={DocumentID}

    When the document is sent to the recipient, {FirstName} is replaced with the recipient’s first name and {DocumentID} with the unique ID of the document.

    How It Works:
    Variable Definition:…

    1 vote

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  11. It would be helpful if the Field Value in the Custom Field section supported the ability to add line breaks using the Tab key, or if there were an easier method to enter multi-line information. Currently, the information appears in a single line, and while Shift+Enter or Ctrl+Enter works within a pricing table, it requires repetitive effort to do this every time a table is created. It would be great to have a more efficient solution for this.

    1 vote

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  12. Ability to purge API developer logs or set retention period to see only the most recent logs.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  13. SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed

    2 votes

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  14. Once a recipient fills in their email, a unique link is sent to their email to fill out the form. They should not be able to fill in the form before the link is emailed to them. Essentially "Review Document" option should not be there.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  15. 2 votes

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  16. Have the ability during the redlining process to use PandaDoc in-app redlining or Word interchangeably. Right now, they have to choose either redline with PandaDoc or with Word from the beginning and stick to that for the entire redlining process for that document.

    6 votes

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  17. Can you make the dashboard auto refresh every few minutes or make it live so we can display this on a massive screen in our offices for the sales team?

    1 vote

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  18. Enable signing with My ID, My Bank ID or My Swedish ID. These are all examples of national eID or digital identity solutions widely used in Nordic countries.

    25 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  19. Automatically uploading documents from a specified folder in a file storage solution like Dropbox or without manual intervention.

    2 votes

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  20. Allows us to preconfigure workflow templates that we can apply to an uploaded PDF.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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