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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. Ability to use forms in Rooms

    Ability to use forms in Rooms

    3 votes

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    2 comments  ·  Rooms  ·  Admin →
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  2. Add a new Document-level Variable for Documented-Completed-Date

    When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    6 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. BambooHR integration improvement

    1. It would be great to receive a notification from BambooHR as a reminder when the record is created since we have to manually add more information.
    2. The Information that can be pulled into the employee record in BambooHR from the PandaDoc document are too little compared to the many others we have to manually add. It would be great to have more info automatically added
    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Conditional Smart Content: when the specified conditions are met, all added items should be displayed on separate pages

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Make the finish and start button appear at the bottom of the screen

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. GreytHR

    It would be helpful for cross team collaboration to have GreytHR integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. EU Server integration with Make tool

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Salesforce: dropdown field sync

    Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Document addendum

    Document addendum:
    When sometime after issuing the contract, the client decides to make changes to the existing contract, have an option to create an Addendum directly linked to it.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. LimeSurvey

    Integrate PandaDoc with LimeSurvey

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. PandaDoc desktop app

    PandaDoc desktop app

    9 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  12. Ability to use keyboard shortcuts to navigate the Quote builder

    Ability to use keyboard shortcuts to navigate the Quote builder

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Delete a document from Inbox using PandaDoc mobile app

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  14. Integration with Microsoft Azure

    Integration with Microsoft Azure

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. Inbox: Mark all as read at once

    Inbox: Mark all as read at once

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Generating In-Person Signing Link via PandaDoc API

    Option to generate in-person signing link via PandaDoc API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  17. Automation: Document Sent or Opened, Change Stage

    It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. Automation: Send a document based on the selected choice of a recipient from the first document

    Would like the automation to send a document based on the choice that a recipient made on the first document

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  19. Text block restricted by table cell

    Option to make fillable text field only stretch to the perimeters of the table cell

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Ability to calculate the total weight of products within the quote.

    Ability to calculate the total weight of products within the quote.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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