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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7127 results found

  1. Include template name in the import email when catalog item updated

    Please include template name in the import email when catalog items are updated with a new csv import. This will help us know which templates were updated when the catalog import was completed.

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Download the PDF with the fields reflecting who they're assigned to.

    Download the PDF with the assignee information beside the fillable fields

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Ability to collect form data and map to Google Sheets

    It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. ServiceNow

    Integration with ServiceNow
    ex. tokens, fields, and custom data points
    sync/trigger: When a SOW IS SENT - can it close out a task in ServiceNow and upload a completed document into SN for everyone to view.
    Current workflow:
    documents start in Sharepoint - modified by team, then PD created outside of ServiceNow then pushed into ServiceNow when completed.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Adding a "Complete" status to the documents with payment gateways

    The documents with enabled gateway integration don't have a status "Completed" when signed, only "Waiting for payment" and "Paid". There should be a transition status added

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Sort Template folders when creating a document from a template view.

    Folder View on Create 'New Doc' fly-out. Add a 'View' option set of buttons to sort/view Folders (will improve organization of folders alphabetically, numerically, etc.)

    Similar to how Templates has a View option (List/Grid)

    4 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  7. more options to sort document

    categorize the documents in the completed category so that they are organized based on document type or degree of processing

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  8. Attach a File on the Send via Email Window to the Email Notification

    Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. A notification to be sent to Account Owner for every created Template or Document

    A feature / On/Off button that triggers a Notification to the Workspace owner for every new documents/template created.

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Download completed document in docx format

    Download completed document in docx format

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Default Signature for PandaDoc Users' Signing as a Recipient on a document sent to them by another PandaDoc user.

    The customer has to re-upload their signature every time they sign a document sent to them by another PandaDoc user. They would like to have their saved signature available when signing as a document recipient.

    4 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. Map multiple line items custom properties with one column in pricing table

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Stop Payment Reminders on sent

    Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Use HubSpot properties to assign recipients to the role

    When we create a new pandadoc document from Hubspot, an iframe opens where we first have to select the signer on our side and the signer on client side. After selecting those we can select "Create document".
    Option to fill the signers (recipients) based on custom properties

    4 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Support .XML file type

    Upload .xml files

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  16. An ability to expand the size of the Date field

    4 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  17. Number of Pages on Docs Statistics (environmental contribution)

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  18. Payment Options Mail a Check

    The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.

    4 votes

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    2 comments  ·  Quote to Cash  ·  Admin →
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  19. to be able to to reply via email to the person who initiated the chat for documents sent via API

    to be able to to reply via email to the person who initiated the chat for documents sent via API

    4 votes

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    0 comments  ·  API  ·  Admin →
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  20. Filter API logs by custom date

    It will be very useful if user will be able to filter logs by custom date interval on the Developer Dashboard

    4 votes

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    0 comments  ·  API  ·  Admin →
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