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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5387 results found

  1. Automate the signature when the initial signer has completed the document

    If we send a contract to be signed and the customer signs it as is, to automate the countersignature from our legal team. If no changes are made (no redlining), they don't need to see it.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. Ability to add content library item into a new bundle document skipping the step of adding a blank page

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  3. Support for Hebrew documents via the API

    PandaDoc cannot be used with documents that contain Hebrew via the API.

    Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.

    Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
    Additionally, sometime PandaDoc adds an extra space before/after the field name.

    This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…

    12 votes

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    0 comments  ·  API  ·  Admin →
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  4. ability to make the pricing table columns not visible to the end users (recipients)

    the default pricing table columns should work in the similar way as the cost column
    so you can set up it in the way so it will disappear automically and won't be visible to recipients

    13 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. HubSpot variables

    If a variable in HubSpot is blank let the system to insert a text field and assign it to the recipient to gather the information instead of the blank variable

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. conditional approval based on QTY

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  7. Ability to control recurrences of notification

    control how often senders and recipients get notified about document changes

    1 vote

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  8. The ability to map fields in Salesforce from a quote to the total section of the pricing table.

    For example, the customer as a 'Shipping and Handling' fee section and would like it to be mapped to the total column in the pricing table.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. delete a workspace or archive a workspace

    delete a workspace or archive a workspace

    66 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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!

  10. Word Doc as an option to download for the client

    So it seems the doctype is not something where the columns would go away. I would suggest if possible - the option when se

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Bundles - Signature

    Make the possibility for documents in bundles to be separate in terms of signature (for ex. we signi 1st doc in a bundle and then, let's say in a week, sign the second one)

    3 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  12. cutomize/modify catalog items in the csv file

    add spaces in a description column in csv so they will be visible in the catalog for relevant items

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Be able to customize the drop downs for reminders and expiry dates

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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    Valeryia Baranava responded

    Dear Glenn,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding the extended drop-down menu with reminders and expirations! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to prioritize the feature request if you could provide us with a couple of details on what exactly you'd like to see there and which options should be available for you within the drop-down.

    I appreciate your time and looking forward to hearing back from you!

  14. Ability to set an expiration date for the document for "today/by the end of the day".

    Ability to set an expiration date for the document for "today/by the end of the day".

    14 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. (Form fields) automatically adjust fields size after upload

    ability to auto-adjust fields size so the input will not be cut off afer you auto-place fields during upload

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Ignore smart content block if no Content Library items are used when document is created via API.

    The option to ignore smart content block if no CLIs are used when document is created via API.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  17. Decimal places applied on pricing table variables

    After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.

    8 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Option to view all workspaces from the dashboard

    Option to view all workspaces from the dashboard.

    An option that will allow the user to view all of his workspace from the dashboard.

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  19. recipient comments on a document. click "view in document" to take you directly to the comment in the document

    When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
    https://share.getcloudapp.com/7Kuq6LDp

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Ability for SF fields to display two decimal places to match field formatting

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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