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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6985 results found

  1. Auto-Reminders For Bulk Send

    Set auto-reminder in one go for documents that have already been sent by bulk.

    28 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. The ability to change the statuses of the document to any possible status manually.

    28 votes

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    9 comments  ·  Documents & Data Management  ·  Admin →
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  3. Collect Card Details without Payment Integrations

    Be able to collect card details and store it in the app.

    28 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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  4. Request for proposal (RFP) / RFP Response Capabilities

    28 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  5. Update role variables

    For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)

    28 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Airtable

    PandaDoc Integration with Airtable

    28 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  7. Option to test payment on a document using Stripe (sandbox)

    Customer would like to test using Stripe (if it is possible without using their card for payment)

    28 votes

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    3 comments  ·  Payments  ·  Admin →
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    In Development  ·  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.

  8. Ability to search from Dashboard

    Search documents from the dashboard

    28 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  9. Signer can re-assign some fields to other people

    There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    28 votes

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    Idea  ·  5 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Salesforce, link PandaDocs to a custom Salesforce object

    Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    28 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  11. Save fields values' when a document is downloaded as docx(word)

    At the moment Fields' values are lost when a document is downloaded as .docx

    27 votes

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    2 comments  ·  Fillable Fields & Variables  ·  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!

  12. Fillable fields placed inline with text blocks and tables

    Being able to place a fillable field in line with text in a paragraph or table could vastly improve the contiguity of design within a block of text.

    27 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. More Pricing Table Variable Options

    Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    27 votes

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    Idea  ·  2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Localization: Set Signature Certificate language (German, Spanish, Dutch, Portuguese, etc.)

    User would like to have the certificate of signature in specific language with local time

    27 votes

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    Idea  ·  6 comments  ·  Localization  ·  Admin →
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  15. Variables with empty values in CRM: replace Variables values if they're left blank. If the token has no value it will show as blank.

    If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    27 votes

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    Idea  ·  8 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)

    Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).

    It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.

    27 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  17. Products in different languages and currencies with the same SKU in Catalog

    How I can manage our catalog in 2 languages?
    I need use Spanish / English for our proposals. But if my product has a SKU and I sell it in several countries, the SKU is the same, not by changing the language does the product change

    27 votes

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    Idea  ·  4 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Audit Trail - add more events

    The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    27 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Admin →
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  19. Ability to search within the document

    Ability to search within the document

    27 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  20. [Comments] Include comments in the downloaded doc

    download the finished document along with the comments

    27 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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