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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Ability to create a set of Saved Messages made available for specific users of a workspace to choose from, disabling the feature for them to create their own.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  3. I would like the ability to start with a higher number than 1 for the first tier of pricing on the volume based pricing for a product. This is because I would like to set a higher order minimum than just 1 unit. I need to be able to set a higher order minimum when providing quotes to customers.

    1 vote

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  4. 1 vote

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    0 comments  ·  Payments  ·  Admin →
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  5. 1 vote

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  6. ability to use column mapping when using the link to opportunity in Salesforce

    1 vote

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  7. I use Hubspot. Can I pull in previous PandaDoc documents that have been signed by a contact who exists in Hubspot and associate them with existing contacts?

    It would be great to see the signed document alongside the contact / deal

    1 vote

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  8. When we upload a file that is editable for some reason when uploaded the information gets wiped out instead of being flattened with the info and ready for e-sign. : )

    1 vote

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  9. Abilty to move workspace from one account to another

    1 vote

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  10. Ability to pull data using radio buttons field

    1 vote

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  11. This is in relation to the SFDC integration starting from the iFrame. There is a button that says 'return to object' at the top at the point of creating a document. We create docs from child records. It would be ideal to click 'return to object' and be linked to the associating parent object.

    1 vote

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  12. If a recipient's email is typed incorrectly, having the ability to update the email address is a great feature that already exists. The label "Change Signer" could be more clear with the label "Change signer or update email".

    1 vote

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  13. When updating leads/prospects through the lifecycle of contacted > responded > scheduled > won, it would be great to automatically send signature forms when the lead moves to the "responded" stage for example

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. We need to implement phone number validation (i.e. US only) when sending documents with recipient verification

    1 vote

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  15. 1 vote

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  16. When you forward a signature email to another party, this new party can sign as you without anyone the wiser. I perceive this as a potential security breach.

    Steps to reproduce:
    As sender, prepare a document to be signed by signer1.
    Disable the signature forwarding toggle.
    Send by email.
    As recipient1, forward the email to recipient2 (email forward, NOT the button in the body of the email)
    As recipient2, open the document and observe that you are signing as recipient1.

    On the top of my head, automated email forwarding are particularly problematic in this case, among other security concerns. Also…

    1 vote

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  17. So lets say we have 3 recipients that needs to sign the document,means on a Template it should be 3 Signature field
    But, since we are working with API, we might not know how many recipients it can be, 5 or 2. How can we deal with Signatures field than? Can it be somehow created dynamically?

    1 vote

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    0 comments  ·  API  ·  Admin →
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  18. 1 vote

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  19. If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")

    1 vote

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  20. hubspot change object a document was created from
    Users are creating in the incorrect object and then starting over in another object.
    It would help if a user can detach the document from the company or contact and attach it to the deal

    1 vote

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