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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7340 results found

  1. Enhance the “Upcoming Renewals” tab to also include documents with past-due renewals - for example, those that were supposed to renew within the last 30 days but haven’t yet been processed. This could be presented as a “Past Due” section within the same view or as a toggle/filter option.

    2 votes

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  2. Ability to specify the type (number, text, price) for custom variables so that, for example, if your custom variable has a 'Price' type, your value is formatted as an amount: 12250 >> 12,250.00

    1 vote

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  3. Reorder items (documents, folders) within the room

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  4. Right now, non-PandaDoc users have their emails as the autofill for the signature. Have a way for signers to put their names first before signing, just like the pop-up for a form, so that the signature autofill can use the name the signer put in the pop-up.

    1 vote

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  5. Have a way for users to sign up for beta test features, or have users test out new feature before they are implemented.

    1 vote

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  6. Right now, fillable fields anchor themselves to the dominant part of the table whenever you try to use enter or backspace to move the fields.

    Remove the anchoring or improve the field behavior in regards to when using enter or backspace to move them around within the table.

    1 vote

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  7. When a user leaves the organization and is removed from the PandaDoc workspace, their name remains as the sender on all previously sent documents. This creates confusion for clients, especially when trying to access or reference older documents sent by former employees. Have the ability to reassign the sender or update the sender information on previously sent or completed documents without impacting the document’s status.

    2 votes

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  8. The ability for the approvers within the Approval Workflow to be able to suggest edits in a document they have been sent for approval.

    2 votes

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  9. For our use case, we have a package of products if you commit to the 2 products, we give them a credit or rebate. While in the product catalog we are able to add a negative or set up a discount in table, but we like to use it as a product to explain the discount better than just a flat % or Dollar Value.

    It would be nice if we could have the rebate products in the product catalog that are negative dollar values do our sales team has these fixed credits available when they pick from the product…

    1 vote

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  10. I need to filter the documents by Hubspot properties

    2 votes

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  11. Visibility on the number of documents shown in the document list and document folders.

    2 votes

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  12. Ability to sign PandaDoc documents in Microsoft Word

    2 votes

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  13. A way for Admins to be notified when a document is sent by their members that is different from the Approval workflow or being CCd in a document.

    1 vote

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  14. default access for all documents and files added to a room are "All members."

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  15. Use the payment integration within the embedded iframe to collect payments.

    2 votes

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  16. Embed link to Pandadoc so if you click the link it will not open a new window

    2 votes

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  17. Currently, the PandaDoc Document object in Salesforce has built-in lookup relationships with the following standard objects: Opportunity, Lead, Account, and Contact. When documents are generated from these objects, the relationship is automatically populated, allowing for seamless integration and reporting.

    When a document is created from other Salesforce objects, such as Quote, the associated object ID is only stored in the Custom Object ID field, which is a text field. This prevents users from leveraging the Quote relationship in native Salesforce reports or automation tools, as no actual lookup relationship exists.

    2 votes

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  18. Some teams need to upload photos and documents during the quoting process—often while onsite with a customer. These files are essential to the internal workflow and must be captured before the customer-facing quote is generated.

    2 votes

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  19. Some documents—like HR or legal paperwork—may contain sensitive information that shouldn’t be visible to all parties. This request is for a feature that allows users to configure "FYI-only" notifications upon document completion. These recipients would receive a notification that a document has been completed, but would not be granted access to the document contents or record.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Ability to move the position of the reference number in the PDF of a completed document, for example, from bottom left to top right.

    2 votes

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