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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7514 results found

  1. Add the chat feature back in the new editor

    I need the chat dialogue box it's critical. It was the deciding feature for us staying with Pandadoc. Docusign has this feature.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Pass HubSpot “Rate Percentage %” line-item property into PandaDoc’s Quote Builder / Pricing Table

    This is a common HubSpot ↔ PandaDoc limitation, where you can’t automatically pass a HubSpot “Rate Percentage %” line-item property into PandaDoc’s Quote Builder / Pricing Table as a percentage today—at least not directly.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  3. Selecting Time zone for Sydney Australia (UTC +11) AEDT

    Selecting Time zone for Sydney Australia (UTC +11) AEDT in the Document settings

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Built-in automation to tag documents based on form field selections

    Built-in automation to tag documents based on form field selections

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. And/OR logic Smart content

    Are you able to use AND/OR logic within Smart Content?

    For additional context, we’re trying to conditionally surface legal terms based on what’s being purchased. For example:

    If the customer purchases only Product X, we want Legal Terms X to appear.

    If they purchase a combination of Product X and another product (Y, Z, etc.), we want a different set of legal terms to appear.

    If Product X is not included at all, then only the standard legal terms should appear.

    I also had one additional question: if we have separate pricing tables, is it possible to have a single…

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. Pass Pipedrive Contacts variables to Pipedrive Deal variable

    cross-reference Pipedrive Contacts variables to Pipedrive Deal variable so that the contact variables will also be available when creating a document in deals

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Auto populate CLI with Smart Content

    I created a Content Library Item from a template. Then I created a "Smart Content" item which auto-populates with the CLI if a certain variable is set to "Yes".

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  8. Download PDF: Show the Initials and Signature fields when downloading a Template

    Have the ability to download a Template while the Initials and Signature fields are showing, even when blank.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. View the usage credits used with Make.com documents

    View the usage credits used with Make.com documents in Settings, to be able to know how many documents were created using Make

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Automation: attach a document to a Salesforce Lead object

    Currently, this can only be done with Opportunities. Would like the option to do it with a Lead

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Reports: Ability to filter all documents

    Have the ability to filter all documents, not just by "Sent", "Created", and "Completed".

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  12. Duplicate steps of the CPQ workflow

    Ability to duplicate one of the steps in the workflow without having to re-write all of the quote rules

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  13. Allow Recipients to Self-Enroll in SMS Reminder Notifications

    Currently, SMS reminders require recipients to receive a document or notification first, then opt in or provide initial consent to start receiving messages. And setting up delivery method is handled at the workspace or document level.

    This feature would allow recipients to self-enroll for SMS notifications by texting “START,” to PandaDoc phone number even if the workspace default delivery method is set to email. Recipients could opt in for SMS as an additional channel without affecting the default email delivery. This would give signers more flexibility, for example if they are away from the office, and help accelerate document signing…

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  14. Per-method toggles for Square payments

    melissa.maudsley@taxassure.com.au

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. ID check: send a notification when the expected name and verified name are different

    Comment from the customer:
    I'm wondering, following your example, if we send the documento be signed by "Anna K", but later on the shown ID is from other person (Verified name) which is nothing related to Anna K, is there a way to detect that automatically? In other words, basically, that expected name and verified name are different

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Ability for HubSpot to work with the Service object

    Ability for HubSpot to work with the Service object

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Easier Access to the Document Repository More Options Menu (three dots - by each document)

    Move the additional document menu - three dots on right of document in the document repository - to the left of the document name instead of the right.

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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  18. Create catalog items that are tax exempt

    Feature that allows creating items in my catalog that are tax-exempt, such as labor costs.

    2 votes

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  19. Rooms: Hubspot variables support

    I'm trying to pre-populate the content in the Room with Hubspot fields, but it's not pulling them in.
    Do Hubspot fields not pull into Rooms?

    2 votes

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  20. immediately send a webhook event to Salesforce, once PandaDoc document is linked to SF record, and not to wait for status change afterwards.

    2 votes

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