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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7252 results found

  1. comments feature for uploaded documents

    comments feature for uploaded documents

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Automate.io

    Introduce native automate.io integration

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Chat automatically open when document is opened

    Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.

    5 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  4. AI driven auto-fill using prior answer

    AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  5. API

    No Open API on the customer side

    5 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  6. Quick view for pending documents needs to sign

    Quick view for pending documents needs to sign

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  7. ability to add multiple choice option to sections, so that recipient could choose between sections

    ability to add multiple choice option to sections, so that recipient could choose between sections

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options


    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  8. Electronic Document Seal

    DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Add a dynamic date field to put on templates

    • Be sure to not have to change the date manually before generating a document via a template.
    5 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Download Trail

    A feature to track the users who have downloaded the files in the workspace

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Collaborative Version History: if someone made a revision on a template

    An updated version of the version history where it shows all the users who made changes in a file.

    5 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  12. [Hubspot] Create a document from a predefined object in Hubspot only

    A customer wants to decide in which object their sales team is able to create documents.

    5 votes

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    Idea  ·  2 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. link products in the catalogue to existing products in Stripe

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Notification toggle for the approval workflow for people within a approver group

    5 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  15. Sync Pandadoc CPQ with Salesforce Pricebooks

    We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Profit margin for each item in Pricing table

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Simplify Manual to Complete Status Change

    Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)

    This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…

    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  18. Highlight Text in 2.0

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  19. ability to remove the privacy disclaimer when signer is signing the document

    ability to remove the privacy disclaimer when signer is signing the document

    5 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  20. Set Placeholder Defualts

    Have the ability to customize the default placeholder value for fields.

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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