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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6754 results found

  1. Option to view documents from removed/archived Workspace

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  2. It would be easier if you could have a user type that could just see all the workspaces automatically and create new ones without having to be added to each one. Right now even the owner and superadmin can't see all the workspaces automatically.

    1 vote

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  3. In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.

    1 vote

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  4. We are currently using PandaDoc and HubSpot and we generate documents using their integration.

    We are currently experiencing a bit of issue with the flexibility of this setup since we cannot program the templates on PandaDocs to use alternative HubSpot properties whenever the original one is blank.

    For example, on letters, we would like to greet them with their [Preferred Name] however that field not always populated and instead of leaving it as blank, we would like to use [First Name] instead, and vise versa.

    1 vote

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  5. Setup Zapier integration to automatically send out PDF with the document name and not with the UUID. Also, be able to adjust the PDF File name with Zapier integration.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Add camera facility for the 'collect files' field so recipients could access their camera to take a picture and have it uploaded to the field

    1 vote

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    • feature that will allow the user and signer to access pages quickly through out th proposal
    1 vote

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  7. Ability to set the signature field with a send back formatting feature so both the signature line and the signature can be visible for both signatories.

    1 vote

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  8. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  9. 1 vote

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  10. Have CC'd see all e-mail addresses the document was sent to, including the signer

    1 vote

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  11. Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.

    1 vote

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    • Will allow the user to set his preferred conditions.

    i need to make a conditional field
    2 radial buttons, 1) Agree 2) Do Not Agree
    IF Button 1 (Agree) = True then Allow Signature Line, IF Button 2 (Do Not Agree) = No signature lines, unable to complete doc
    basically, an agree/not agree to the terms

    1 vote

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  12. Documents from Adobe Edge can be imported to PandaDoc.

    1 vote

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  13. Ability to received a combined PDF for all FORM responses

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  14. Ability to remove the document from "For approval" section if the status is approved.

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    0 comments  ·  Approvals  ·  Admin →
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  15. 1 vote

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  16. Currently the document list has Title, Status, Value, and Modified date. It would be nice if other data were available like the number of documents within the document and the number of attachments attached to a document.

    1 vote

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  17. Abillity to have an auto reply within proposal/documents. Enabling an auto email to send out after a client submits their response to indicate please allow 3-5 days for our team to reply.

    1 vote

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  18. A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…

    1 vote

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