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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When you forward a signature email to another party, this new party can sign as you without anyone the wiser. I perceive this as a potential security breach.

    Steps to reproduce:
    As sender, prepare a document to be signed by signer1.
    Disable the signature forwarding toggle.
    Send by email.
    As recipient1, forward the email to recipient2 (email forward, NOT the button in the body of the email)
    As recipient2, open the document and observe that you are signing as recipient1.

    On the top of my head, automated email forwarding are particularly problematic in this case, among other security concerns. Also…

    1 vote

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  2. So lets say we have 3 recipients that needs to sign the document,means on a Template it should be 3 Signature field
    But, since we are working with API, we might not know how many recipients it can be, 5 or 2. How can we deal with Signatures field than? Can it be somehow created dynamically?

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. 1 vote

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  4. If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")

    1 vote

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  5. hubspot change object a document was created from
    Users are creating in the incorrect object and then starting over in another object.
    It would help if a user can detach the document from the company or contact and attach it to the deal

    1 vote

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  6. 1 vote

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  7. I realize the big money seems to be in integrations with the larger CRM's. I would encourage you to look at Smart Suite which is a no code low code and I think will become gigantic in the near future. There are alot of companies (especially start ups that watch pennies closely) and would not pay for platforms like the Hubspots of the world out of the gate (when Smart Suite will automate to the same scale and degree for almost nothing in comparison). all of these companies will pay the money (or accounting and legal will force them too…

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. The ability to change payment app set up without affecting the fields of signed documents.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  11. Let's say there's an SFDC Opportunity with the "Decision Maker" Opportunity Contact Role. In order to pull the data of this contact role when you create a document from an opportunity, you need to have the same "Decision Maker" role in PandaDoc template and use the corresponding variables "[Decision Maker.FirtName]" , etc. The problem is that you can use those variable only in PandaDoc blocks. The feature request is to be able to use same role variables (without square brackets) in fields ("merge field" field setting).

    The feature request can also be useful for other integrations and for non-integration cases…

    1 vote

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  12. We have a minimum billing policy in our company. We need the document to default to the set minimum billing amount if the document total based on pricing tables falls below the minimum.

    1 vote

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  13. Customer needs a way to take a completed bundle and set up an automation to be able to break the bundle back into individual documents that could then be pushed into separate PDoc folders. The action would allow user to designate where each individual doc needs to go (specific PDoc folder)

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. Option to rotate content (pages of the document) back and forth with arrows

    1 vote

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  15. Ability to setup Favicon

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. Option to have a button navigation in middle of page

    1 vote

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  17. Wants the workflow of approval to be that once the deal is approved the document associated will automatically be approved as well.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. Option to download a template so that it appears the same way as it does in the editor. For example: variables highlighted in yellow, the Smart Content block with the options is visible, etc.

    1 vote

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  19. 1 vote

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  20. Year over Year data on trending W.I.S.E. metrics (reporting and QBR data)
    As an account owner with a volume based plan, it's important to identify year over year trends all around. Workspace trends, user trends, template performance trends, and identify high vs. low season. The QBRs are helpful but not sufficient to narrow down data and identify frequency of usage year over year. There's 1 graph but that's not enough.

    1 vote

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