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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7095 results found

  1. Remove the window that allows users to send document without filling them out

    Making sure that all variables are filled out (even manually) avoid the users to select other options like sending document with blanks or empty variables.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Being able to restrict editing some variables

    I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups

    When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups. Many of the pricing tables and table blocks break or show in document has divided. Each user needs to review the document before sending it out.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Notification with PDF

    Have the ability to receive a PDF of the notification to view on mobile.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Second signer is required depending on the rule

    Option to set a rule where the second signer is only required if their presence is indicated

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. pre-select item in quotes and lock it so that the customers won't be able to edit it

    Pre-select the product for the client in quotes and lock it so that they cannot edit it.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Two way sync with Pipedrive

    Option for Pipedrive 2 way sync

    46 votes

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    7 comments  ·  Integrations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.


    Here’s what we are building:


    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.


    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.


    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.


    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.


    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.


    Timeline Preview: Expect to see these functionalities rolled out in Q2.…

  8. Update HubSpot Deal Products with changes made in Pricing Table

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. Allow negative $ amounts in a catalog item (ex. a flat military/first responder/teacher discount)

    I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.

    10 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Disable removing recipients in CC

    Option to disable removing recipients in CC, always keep recipient in CC

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  11. Custom role ability to create automations

    Custom roles: Ability to create automations without accessing the WS docs.

    Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Request for Member Users' Document Visibility in HubSpot

    Customer would like to have the ability for the member users to see other documents in HubSpot that was created through PandaDoc

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. Including Bundle Item Prices in Quote Builder Subtotal

    The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Saved Messages in Bulk Send

    Ability to pull the saved messages in bulk send feature

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Exclusive Folder Sharing Capability for Specific Users

    Customer would like to have an option to share folder containing document to a specific user only

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  17. Click Up CRM for automation

    It would be wonderful if click-up were a CRM automation possibility.

    https://clickup.com/?utm_source=bing&utm_medium=cpc&utm_campaign=bgs_cpc_amusa_nnc_brand_trial_all-devices_troas_lp_x_all-departments_x_brand&utm_content=all-countries_kw-target_text_all-industries_all-features_all-use-cases_clickup_exact&utm_term=e_clickup&utm_creative=_BrandChampion-03072023_rsa&utm_custom1=&utm_custom2=&msclkid=e9c43e7b88d2151e64ed5b067dc976e0

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. Update info on fields from their templates

    Customer would like to post information on the fields from their custom CRM to the templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. update the auto-snapping feature

    The autosnapping is not helpful and actually quite frustrating.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  20. Remove promotional window as a default workspace option

    Remove promotional banner as a default option in the settings

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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