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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7067 results found

  1. Form Routing to Different Emails (using dropdown)

    We would like a way or a solution to route form submissions (that are embedded on a website) to different company supervisors based on a user selection (dropdown) so that they can get sent the unique session link individually. Trying to create this functionality all within the same form rather than multiple forms with multiple different approval groups.

    2 votes
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

  2. variables produce a link to the website

    when you fill out a template with an automation, variables produces a website link

    2 votes
    0 comments  ·  Fillable Fields & Variables  ·  Admin →
    How important is this to you?

  3. Bulk sends for a future date or to be sent for later

    Ability to create bulk send to be sent for later

    2 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Hide rooms

    Ability to hide rooms from users who are not part of them in the workspace

    2 votes
    0 comments  ·  Rooms  ·  Admin →
    How important is this to you?

  5. Signature workflow from Slack integration

    Possibility to have an e-signing workflow from the Slack integration, similar to what happens in the GSuite integration (being able to sign PDF documents sent via chat).

    1 vote
    0 comments  ·  Integrations  ·  Admin →
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  6. Option to make fields when creating contacts required

    The ability to make contact creation fields required such as Company.

    1 vote
    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

  7. multiple check boxes mandatory at once

    It would be nice to be able to make multiple check boxes mandatory but not all. like a either this box or this box but at least 1 has to be checked to submit. Legal forms we use sometimes ask do you want to "demand speedy trial" or "waive speedy trial" our client needs to pick one but never seem to do it even when i point it out it would be nice to have the option to pick one or the other but at least 1 choice before being able to submit

    1 vote
    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Displaying custom integrations in the PandaDoc UI side panel

    Option to display custom integrations in the PandaDoc UI side panel (under Extensions). For example, it would be beneficial if the Legal team had access to a custom integration to fill in, edit, or check the Customer ID/Project ID information.

    3 votes
    0 comments  ·  Integrations  ·  Admin →
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  9. ISO 27001 Certification

    ISO 27001 Certification

    2 votes
    0 comments  ·  Security & Compliance  ·  Admin →
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  10. Enable direct email sending with SPF DNS integration to reduce spam risk and improve conversion rates

    2 votes
    0 comments  ·  Other  ·  Admin →
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  11. Collect files field for Smart forms

    Ability to use the 'collect files' field with Smart forms

    1 vote
    0 comments  ·  Forms  ·  Admin →
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  12. add a recipient to the folder to sign the documents

    add a recipient to the folder to sign the documents

    2 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Volume-based pricing: remove the former price from the Quote builder

    Option to remove the former price from the Quote builder in case products have volume-based pricing

    2 votes
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Create Smart forms by uploading a file

    Create Smart forms by uploading a file

    1 vote
    0 comments  ·  Forms  ·  Admin →
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  15. PandaDoc CPQ for Zoho

    PandaDoc CPQ for Zoho to streamline the quote generation process and save time for the sales team.

    2 votes
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Set a limit on form responses

    Have a way to limit the clients response to the form sent to them

    2 votes
    0 comments  ·  Forms  ·  Admin →
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  17. Ability to create one invoice per customer transaction across payment gateways

    Ability to create one invoice per customer transaction. Not make a separate one for PandaDoc and Stripe, or QuickBooks.

    2 votes
    0 comments  ·  Quote to Cash  ·  Admin →
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  18. Salesforce trigger: automatically send copies of approved documents to "Files" in Salesforce

    Is there a way to send the generated document to Salesforce after it's been approved?

    2 votes
    0 comments  ·  Integrations  ·  Admin →
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  19. Specify file location when uploading completed document to Greenhouse.

    Ability to specify the file location when uploading completed PandaDoc document to Greenhouse.

    2 votes
    0 comments  ·  Automations  ·  Admin →
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  20. Feature that disables the download option by default and automatically enables it once the document has been approved

    Use Case: Users are required to generate documents that go through an approval workflow before being sent to customers. However, some users bypass this process by downloading the document immediately after generation and sending it outside of PandaDoc.

    Ideal solution: Introduce an automation or developer-mode feature that disables the download option by default and automatically enables it once the document has been approved.

    4 votes
    0 comments  ·  Content Editing & Design  ·  Admin →
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