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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5383 results found

  1. Send documents to slack channels

    Proposals to Slack

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Allow for bank transfer in other currencies/bank accounts

    4 votes

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    0 comments  ·  Localization  ·  Admin →
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  3. copy and paste the tables and pricing tables from PandaDoc to a word/excel files

    copy and paste the tables and pricing tables from PandaDoc to a word/excel files without downloading the PandaDoc document as a word file.

    9 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Sync changes in variable names (Monday to PandaDoc)

    Instead of re-copy and pasting the variable whenever you make some changes like renaming, it's better if they could be synced so no need to copy and paste again.

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  5. Sorting of Dropdown box selection (e.g. in alphabetical order)

    4 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  6. Approval Workflow for non-pricing conditions

    Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,

    What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?

    8 votes

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    0 comments  ·  Approvals  ·  Admin →
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  7. Create a document from multiple objects in Hubspot

    Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    9 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  8. Disable bundling feature

    Option to disable bundling feature

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Trace uservoice requests - Would like to see all user requests for the company level (all users)

    Trace uservoice requests - Would like to see all user requests for the company level (all users)

    Over the past few months, Cammy's team as asked for updates on their requests but she is not sure which requests they've submitted. She would like a report to view all requests from her team to update them on feature releases.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Exact.com

    Integration with Exact.com

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Decimal places in Document Value

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. payment option using Authorize.net to delay based on a value in Salesforce

    payment option using Authorize.net to delay based on a value in Salesforce

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. The Signing order should be set on Bundling feature.

    Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.

    10 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  14. ability to sign for a user and break in when a document/ signature is forwarded

    ability to sign for a user and break in when a document/ signature is forwarded to another recipient

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  15. Create a document with a filled signature field via API: pre-sign a document/template via api

    5 votes

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    0 comments  ·  API  ·  Admin →
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  16. Tokens/variables for total discount

    tokens/variables for total discount

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Bulk download documents: Save folder structure

    Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Remove "powered by pandadoc"

    Be able to remove the "Powered by PandaDoc" branding in recipient experience

    4 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  19. Affirm or AfterPay

    Native integration to similar apps for Affirm or AfterPay Payment Gateway

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Use pricing table merge rules with public API

    I have the following template : https://app.pandadoc.com/a/#/templates/... , that is used to build document populated via make/integromat API. (picture 1). Many merging rules are set up ointo this pricing tab in order to place the items in the proper section. B ut when the document is created, none of these items are placed in the proper section. They all grouped under a no section (picture 1). I wonder what I'm doing wrong and what I sahould do to get this solved. Thanks

    1 vote

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    0 comments  ·  API  ·  Admin →
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