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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. multiple renewal reminders

    i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Role for Recipient Approver

    Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.

    10 votes

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    1 comment  ·  Approvals  ·  Admin →
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  3. Change the form owner but keep the same form link

    Ability to change the form owner but keep the same form link.

    10 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. Have the conditional fields logic stay with a shared template from another workspace.

    When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.

    10 votes

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    Idea  ·  2 comments  ·  Templates & Libraries  ·  Admin →
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  5. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    10 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Allow to send a document with multiple signers to send without knowing the additional signer's email

    It would be helpful if there are multiple signers to a document:
    - first signer identified/assigned - fields.
    - Second or multiple signers - unknown emails/unassigned.

    Perhaps when they receive the document, there could be a registration or verification for the field assignments.
    Ex. Medical facility with contracts with multithread decision makers, to have the main point of contact sign and then forward to the second/additional signers to complete the document.
    Issue: sender does not know the additional signers to add before sending the document

    10 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. [Integration]: Go High Level CRM

    Add the CRM Go High Level to PandaDoc

    10 votes

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    3 comments  ·  Integrations  ·  Admin →
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  8. Save custom Quote builder products to Catalog

    I would like to be able to save the products I've edited in Quote builder back to catalog

    10 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. Card Details field for Square

    Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.

    10 votes

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    0 comments  ·  Payments  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  10. Calendly

    ability to integrate Calendly

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Smart content: multiple variables per one condition

    Option to set up a condition rule based on several variables, for example, if variable A has value A and B has B, the content will be populated

    10 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Clover

    New integration: Clover Payment gateway

    10 votes

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    2 comments  ·  Integrations  ·  Admin →
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  13. Ability to bundle products with one-time payments and recurring payments into one batch

    10 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    In Development  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  14. Pull items from content library as an attachment/hyperlink

    Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.

    10 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  15. Support editable content published from Canva

    10 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Update uploaded file layout

    Add an option to match layout of the uploaded file to pages in PandaDoc

    10 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Recover deleted Form [Workaround in comments]

    10 votes

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    2 comments  ·  Forms  ·  Admin →
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  18. View and track edits feature in the document version history like in MS word or google docs

    track edits feature in the document like in MS word or google docs

    10 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Don't auto send the document to the next signer when share via link and signing order are set up.

    10 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Option to have the signer read the document before signing

    Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    10 votes

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    2 comments  ·  Other  ·  Admin →
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