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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Option to share tags across workspaces

    1 vote

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  2. Ability to disable the Send via link for existing documents and make existing links invalid.

    2 votes

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  3. It would be great to have an integration with an EMR like Eclinical Works so that document copies can also live in the EMR.

    1 vote

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  4. The Ability to remove the empty spacing if no variable is passed.

    Example: Not all have a 2nd address and if none was placed it will leave a blank, instead of a Blank space. To just add a custom spacing of pull in the next set of variables inline with the Template

    3 votes

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    0 comments  ·  API  ·  Admin →
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  5. Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.

    This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.

    2 votes

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  6. warning notification if the document is not yet viewed

    1 vote

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  7. A solution to track the GCLID when a customer signs and pays a contract via PandaDoc.

    1 vote

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  8. Ability or option not to automatically change the fields names on template and document bundling.

    1 vote

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  9. Send an email to specific email or group of email once a document is completed or status changes

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  10. Option to have AMEX in Quickbooks

    3 votes

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    1 comment  ·  Payments  ·  Admin →
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  11. When our contracts are signed the user doesn't have access until their start date. We need to send access details on the day the contract actually starts - not when it was signed or sent.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Ability to hide line item in pricing table using smart content

    2 votes

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  14. It would be great to have a (-) for discounts provided to show customers that it is a discount and not just a regular listing shown inthe Pricing or Quote table

    2 votes

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  15. Need to add a column to a pricing table and have the fee apply to all products, without having to type it in for each row

    2 votes

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  16. eg - CompanyName (field) pre-populates with Company.Name (variable) and variable updates when field changes.

    PandaDoc's "AI" bot tool gives the below instructions (which are wrong) to do this. But it would be great if this actually worked.

    --
    Yes, you can create a field in your PandaDoc template that prepopulates with the Company.Name variable and allows the client to edit it, updating the variable throughout the document. Here's how:
    In your template, go to the Variables tab and find the Company.Name variable.
    Copy the variable name without square brackets.
    Click on a field in your template and select 'Properties' on…

    1 vote

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  17. Currently, the length of the PandaDoc session is 14 days. The customer requests the option to configure a custom session expiration period to increase security.

    1 vote

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  18. Currently, anyone with access to the room can mark off a task as completed. Would like to prevent this and only allow the member assigned to that task to be able to market as completed.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  19. When pulling in CLI using conditional smart content, cannot add conditional fields to the block. While ideally, would like to have conditional fields available in CLI, being able to add it to the content after pulling in via smart content would also be helpful.

    2 votes

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  20. User management via SSO groups, for example, in case a user is removed in IDP, they need to be automatically removed in PandaDoc

    2 votes

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