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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5389 results found

  1. Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table

    An ability to pull the catalog items data through the variables into the document/pricing table

    8 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Transfer ownership for Forms

    68 votes

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    6 comments  ·  Forms  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  3. Billing custom role/custom role permissions

    Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Integration with screen readers (Jaws - a screen reading app)

    9 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Signature Certificate: Hide or Remove Information from signature certificate

    Ability to hide or remove parts of the signature certificate.

    Including:
    Signer's email address
    Dates
    Timestamp
    Location
    IP address
    PandaDoc promotional message

    98 votes

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    18 comments  ·  Security & Compliance  ·  Admin →
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  6. collapsible sections/pages

    collapsible sections/pages so a client can minimise or expand sections they're interested or not interested in

    11 votes

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    2 comments  ·  Usability Improvements  ·  Admin →
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  7. Sync Pandadoc CPQ with Salesforce Pricebooks

    We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Profit margin for each item in Pricing table

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Attachment on Sent documents

    Ability to allow users to attach files even when the document has been sent.

    10 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Simplify Manual to Complete Status Change

    Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)

    This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  11. Page Breaks Between Fields

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Customize information passed to QuickBooks

    Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    18 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  13. update prices when duplicating

    When you replicate an old document it doesn`t update the prices that have been updated via import.

    Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.

    So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.

    Imagine the frustration and the workload in…

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. Instructional Bubbles/Pop-ups to Guide Recipients

    Instructional bubbles to guide recipients in filling out the document,

    24 votes

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    5 comments  ·  Usability Improvements  ·  Admin →
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  15. Add Shipping Cost as an option in pricing table row

    Ability to add a shipping cost row into the total of the pricing table.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Automatically apply the signature after the customer signs the document in PandaDoc.

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Disable access to the document for recipients once it's completed

    Disable access to the document for recipients once it's completed

    22 votes

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    5 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Built-in Document Translator: Option to convert the document content to another language

    built-in translator within PandaDoc

    62 votes

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    6 comments  ·  Localization  ·  Admin →
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  19. Recipient Feedback

    Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  20. API Dynamic replay to email

    When sending a document via the pandadoc API it is useful to set the replay to email per document. This way the emails can be routed to an individual vs a system user.

    1 vote

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    0 comments  ·  API  ·  Admin →
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