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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7063 results found

  1. Right now, a user can send an invitation -> be removed from the workspace -> the invitation can still be accepted. This request is to have a functionality that would deactivate that invitation when the user who sent it has been removed from the workspace.

    2 votes

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  2. It would be great to have more dynamic options to adjust payments schedule.

    1 vote

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  3. To download the CSV file for one form response, not for all responses from one form

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Allow Auto-numbering to be used in regular table. This is useful for testing documentation (such as Factory Acceptance Test Protocols) where each row needs separate, automatically generated, test reference number.

    1 vote

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  5. Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.

    1 vote

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  6. Please show the user roles assigned in the user list.

    1 vote

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  7. Integration with Dazos

    1 vote

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  8. PricingTable1 builds the quote and the Total generated from this table becomes a variable that can go into the 'Full Payment' option in Table2

    3 votes

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  9. If Product A is added to the pricing table, add CLI "A", If Product B is added to the pricing table, add CLI "B". However, if you add products "A" and "B" to the pricing table, only one of the content library items will be pulled.

    2 votes

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  10. Customer would like to have the ability to send a notification reminder for a invoice document that is created from PandaDoc.

    As per customer :
    I should say that we do not use any of suggested payment gateway.
    We just use an international swift payments thought the bank account.
    So invoice is not linked to stripe, paypal etc.
    It’s just a document which we provide for the client to pay our services.
    Is there any chance to have this useful service with the reminders for that kind of documents in a same way that we have it for the contracts?

    2 votes

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  11. The ability to autogenerate the passcode and not manually type it in the system.

    2 votes

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  12. Would like there to be an indicator similar to estimated PDF notification when a text block overlaps the header/footer.

    1 vote

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  13. It would be great if we could organize the tasks we have in the Room by date, or any other way we'd like, by just sorting it, like we do in the rest of the app. Right now we have to drag them to place in the order we need, which can work for some, so it shouldn't be blocked, but doing it automatically would save a lot of time.

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  14. Would like remove the icon to have less "noise" within the PandaDoc platform

    1 vote

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  15. Currently Pandadoc quotes are clunky - relies on remembering all your quotations. Follow up is key to understand the client has not had issues with receiving the quotation etc...

    If Pandadoc is really serious about improving this space a followup sequence needs to be implemented i.e. suggest 3 follows 1st is courtesy, 2nd is there anything we can do to move the sale along, 3rd is we're here for you but if you are not currently able to follow through please get in touch with us when you are ready. We need to be able to set dates for the…

    1 vote

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  16. Allow mapping to different HubSpot fields in pricing table:
    This is a major pain point for us. We can only use deal line items to populate Contracts and have to manually populate Sales Proposals because we can't use the same line item description for both documents. The description in the pricing table of contracts needs to meet legal requirements, whereas the description in the sales proposal needs to be easy to understand and not full of legal jargon.
    We have a double work load with every sale due to this restriction.

    1 vote

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  17. More user attributes in SSO

    PandaDoc gets 2 information from IDP is FirstName and LastName, is it possible that PandaDoc get more information from IDP such as Job Title, Department, Phone number

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. It feels like I have process countless more webhooks just to listen for the creation of a document. This is expensive. I wish there was a way to only receive webhooks on the CREATION of documents so I don't have to process all the webhooks. It saves money.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. When you create a quote in Quote builder - you have sections you can create.
    Imagine where you have
    Section A - with a total of $100
    Section B - with a total of $200
    Section C - with a total of $300

    once you build your quote and then go into the doc
    it would be great to access those values via variables
    for example
    [Section A.Total]

    Right now I can only get
    [Quote 1.Total]

    This would help build out pricing tables and summaries in the document that reference the quote.

    1 vote

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  20. Show how long recipients spent on the entire document even if it was not completed.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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