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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6 results found

  1. Set Variable formatting passed from CRM (commas in variables)

    Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.

    130 votes

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    16 comments  ·  Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

  2. Send the document automatically after approval

    Automatically send the document once it is approved.

    105 votes

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    18 comments  ·  Approvals  ·  Admin →
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    On Roadmap  ·  Valeryia Baranava 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.

  3. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    • set approvers for groups of users within PandaDoc
    • user-related not template related
    72 votes

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    18 comments  ·  Approvals  ·  Admin →
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  4. Transfer ownership for Forms

    67 votes

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    6 comments  ·  Forms  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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.

  5. Copy Smart content Templates between workspace

    We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save

    36 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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    On Roadmap  ·  Valeryia Baranava 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.

  6. Multiple Stripe accounts per workspace

    33 votes

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    4 comments  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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.

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