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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6193 results found

  1. 1 vote

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  2. popup window with the hyperlink inside of the document is opened

    1 vote

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  3. shared templates can be moved to the folders

    1 vote

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  4. custom email message when sending another document

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  5. Have Pandadoc Integrate with booqable integration.

    1 vote

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  6. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

    1 vote

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  8. Client do not want to be able to send their documents to anyone at a domain ***.net since they are fraudulent

    2 votes

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  9. In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
    For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  10. I LOVE your service. I will gladly pay, but can you PLEASE add the ability to hide the document value for contracts? Its a weird thing to sign an NDA and say its worth $0, its a weird pressure to say its worth a lot. I should be allowed to hide that field and maybe one day years down the road I will turn that field back on.....

    What is a board resolution humbly that does something great or with high potential worth? Its just weird to ask in the moment....

    This ability directly determines whether or not I buy…

    1 vote

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  11. As of now, if we add the product bundles, it always takes the default price of the parent price no matter what chield products it has and what the cost, we would expect that the line items takes the total price of the parent + all child items

    2 votes

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  12. Is it possible to create text boxes that appear only if a specific radio button is selected? I want follow-up questions to appear only when necessary to reduce clutter.

    I can't use this method since there is too much whitespace when the follow-up questions aren't there and the conditional text boxes can be edited by the signer. How can I get around this?

    1 vote

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  13. Is there anyway to automate an upload of a signed contract PDF automatically into the Monday CRM?

    That would save us so much time of data backup!!

    1 vote

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  14. The option for users to purchase features individually for any plan instead of having to purchase certain plans to unlock those features.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. The ability to move/arrange the folder placement within PandaDoc.

    2 votes

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  16. HubSpot deal is created automatically once a document is completed

    1 vote

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  17. Change document status to "In Process" after one of multiple recipients has signed.

    2 votes

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  18. Option to disable the document forwarded notification for the Sender.
    Settings > Notifications does not have a way to enable or disable this notification.

    1 vote

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  19. Ability to filter documents by the signing order progress.

    1 vote

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  20. I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)

    1 vote

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