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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6652 results found

  1. Option for approval workflow when selecting 'Give document sender authority to select approver' you can choose more than one person

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. Auto decline after a specified period of expiration

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. Have the ability to generate sales report by SKU by month to see how many sales there were for specific products (SKUs) in the Catalog

    1 vote

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  4. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. Guidewire Integration to implement integrations between InsuranceSuite and third party apps

    2 votes

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  6. 2 votes

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  7. Having the option to "tag" signers who are used frequently so that we do not have to search for them or type in their names, would be very helpful

    1 vote

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  8. the PandaDoc folders sorted by most used not by recently added in Microsoft Dynamics

    2 votes

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  9. I would like to map Audit Trail Events and statistics to Salesforce Event.

    In that way I have all aligned and Einstein that understand what happened in pandadoc files. I cannot see it in Automations :)

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  10. 2 votes

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  11. As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.

    5 votes

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  12. I have some recipients that don't want to upload the redlined Word document back into PandaDoc. Instead, they email the redlined document back to us. We would like a way to upload it on their behalf in the redline process. Currently, when they do this, we have to manually put all of their changes back into the document, which is time consuming. Offering a way to upload the suggested revision DocX back into PandaDoc on their behalf would save time, so it can be tracked under their suggested changes. We have a lot of lawyers that do not want to…

    2 votes

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  13. Signing order per signature not per person

    2 votes

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  14. 2 votes

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  15. We have pricing tables based on other objects (e.g. quotes, orders, custom objects). The recently released solution which passes currency from Salesforce opportunities to PandaDoc documents is nice, but it does not cover our needs. We don't create any pricing tables from Opportunities. Also, basing currency on the user's locale is not a solution for us, as currencies are product-specific, not user-specific. And it would be ideal to minimize the number of templates we need to create by having the currency automatically passed through.

    (here is the link to the recently delivered idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40965565-pricing-table-currency-based-on-salesforce-opportu)

    3 votes

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  16. Use the data from a response to a form to automatically fill out a template

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  17. Ability to update a field on the linked Dynamics entity(table) when the document status changes in PD. This is similar to the existing automations which update the Quote and Opportunity Stage in Dynamics. But this would work with any Dynamics table that is mapped to PD.

    The automation should either provide the ability to specify the Dynamics field to be updated, or it could use a hardcoded field (e.g. pd_docstatus) which would be added to the Dynamics table.

    The PandaDoc iframe in Dyanmics is great, but it requires users to manually monitor and respond to the PD status. This automation…

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. 1 vote

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  19. The customer wants a drop-down menu in the product catalog. When a product is added to the pricing table, recipients can select accessories for the chosen item.

    2 votes

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  20. 2 votes

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