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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 15 votes

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  2. 3 votes

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  3. 1 vote

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  4. Auto change of Numeric to word in the document. For Example convert INR 50000 to Rupees Fifty Thousand

    I want to update the salary of 2000 people in a bulk send. So if i input the salary in numeric the template should automatically convert the numeric form in to alphabetic form
    For Example Heading is Monthly Salary and the numeric form of Salary is INR 12,000. The document should be able to convert the numeric form into alphabetic form as Rupees Twelve Thousand Only.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  5. 3 votes

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  6. option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.

    1 vote

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  7. 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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  8. 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.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. 2 votes

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  10. 1 vote

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  11. 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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  12. 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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  13. Option to disable bundling feature

    1 vote

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  14. Have more design options to make optional item in the pricing table more visible for the recipient when it's not selected, for example, more obvious tick box

    2 votes

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  15. 3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  16. 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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  17. Integration with Exact.com

    3 votes

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  18. Allow document creator to hold the sending of the document unless one of the other users/internal collaborator will enter to allow it to be sent.

    "How do i add a mandatory field (drop down box) into the template, which MUST be entered before the document can be allowed to be sent off for signing?

    I want to add a field that my staff must enter before they are able to send off the document to be signed."

    2 votes

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  19. It's be helpful for all user workflow efficiency to be able to "tab" to the next cell in a table to update the text.

    4 votes

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  20. I would love to use Canva's Brand Kit when using Canva in PandaDoc.

    3 votes

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