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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. We'd like to see "You'll save" field with % of the discount

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  2. The ability to push document value from PandaDoc to Hubspot Deal Value without Hubspot recalculating.

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  3. Option to prefill a field that the signer still has to confirm is correct and prompt them to do so. Required fields that are prefilled with information by the Sender are being skipped over as "answered".

    1 vote

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  4. Merge PDF/ Docx file on Monday.com with PandaDoc document automatically

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  5. When manually updating a document status and adding a note to why it was closed, it would be nice to have the note somewhere on the document. Right now nothing shows up on the document when it is closed out and a pdf sent to both myself and the customer. Not having the reasoning why this was closed out and a signature not collected make me have to go back into PandaDoc to track this down. It would be nice to have it more visible right from the dashboard and/or directly on the document in lieu of the signature certificate…

    1 vote

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  6. NetDocument integration

    1 vote

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  7. Currently you can only map properties to HubSpot from templates. I'm making a template with a lot of conditional logic which requires me to create Content Library items as building blocks. I would really like to be able to map my questions in these building blocks to HubSpot properties.

    1 vote

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  8. The Drop Down items should have facility to change font and be turned Bold so that when option selected should come in Bold on the document.

    1 vote

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  9. the customer wants to be able to customize the filters available for the document and hide/ remove the unnecessary filters

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  10. Currently, I have to maintain two versions of each contract template to accommodate situations where a second signer is required. While other platforms I’ve used allow me to simply add a second signatory, which automatically generates a second set of initials and signature fields, PandaDoc requires me to manually add and position each box for the second signer which takes too long.

    This process is not only time-consuming but also cumbersome, as it forces me to duplicate every contract template to create a version for two signatories. Managing and selecting the correct template becomes unnecessarily complicated with twice as many…

    1 vote

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  11. To update opportunity or project stage in the pipelines in Copper CRM when PandaDoc document status has changed to completed.

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    0 comments  ·  Automations  ·  Admin →
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  12. Ability to run reports that include conditional filtering. For example, documents created this week or documents sent this week but created at any time.

    1 vote

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  13. We sign a lot of agreements with third-parties (such as the third-party sending us their contract; using non-Pandadoc systems) but we would like to keep those in Pandadoc along with our Pandadoc contracts. Right now you have to upload it as a "document" but then it gets confusing because it looks like it's a contract that needs to go out for signature. Would love a very simple "upload file" and ability to sort it like a file drive.

    1 vote

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  14. Option to clear read inbox

    1 vote

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  15. You could replicate the radio button feature but allow for multiple selections for "select all that apply" scenarios.

    1 vote

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  16. Ability to create a single invoice that includes a percentage breakdown, such as invoicing 40% of the labor cost, 100% of the hardware cost, and other sections as needed, all on the same invoice in Quickbooks online

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Our team uses printavo CRM as an event planning company. Its different but it works for us. I would love to see integrations between the two to be able to automatically transfer client info from one to the other

    1 vote

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  18. granular with webhooks that they receive with filters (only notified when completed document/PDF available for download)

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  19. 1 vote

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    1 comment  ·  Forms  ·  Admin →
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  20. Sometimes users need to change products in Salesforce based on the interaction with the customer. They can use the Salesforce reorder tool to put the items in the desired order. But it seems PandaDoc does not respect the new order in Salesforce-- it still enters items in the order they were added. The users then need to reorder the items in the generated document. We are trying to minimize users' need to change the document once generated to minimize errors.

    1 vote

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Go to PandaDoc Setup, then click on PandaDoc Configure Pricing Items.
    2. Below, under Pricing Items Sorting, you can set up the order in which you want the products listed in the PandaDoc pricing table.

    More info can be found here.

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