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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7438 results found

  1. Edit or make revisions on a certain document without affecting it's status

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. Require recipients to complete document attachments

    Require recipients to complete document attachments

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. For variables to pass more than 10000 characters

    The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Automations in shared templates

    If the automation is added for the template in one workspace, the automation should apply in all workspaces in case this template is shared

    3 votes

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    2 comments  ·  Automations  ·  Admin →
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  5. Option to bulk create documents via CSV file

    Ability to create document from csv just link in Bulk Sending but not actually sending them out

    8 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  6. 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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  7. 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

    7 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. 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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  9. 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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  10. 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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  11. 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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  12. EU Server integration with Make tool

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. 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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  14. 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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  15. LimeSurvey

    Integrate PandaDoc with LimeSurvey

    3 votes

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

    PandaDoc desktop app

    9 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  17. 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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  18. Delete a document from Inbox using PandaDoc mobile app

    3 votes

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

    Integration with Microsoft Azure

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. 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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