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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7592 results found

  1. Gantt chart content block

    We have a gantt chart for project timelines in our template that we've build using a table feauture but we'd like in PandaDoc had a feature specifically for this especially because we know many of our competitoras in the space include Gantt charts in their proposals

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. Support Polymorhic Relations for Lookup Field in Salesforce

    At this point, if lookup field in Salesforce refers to 2 objects at the same time, we are not creating objects under PandaDoc setup to pass variables.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Stripe Installment and recurring payment

    Limitation: recurring payments through Stripe only support weekly, monthly, or yearly frequencies, which don't accommodate quarterly or custom installment schedules.

    Can we have the ability to match Installment to go the same as recurring options

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  4. Automation: Automation with LinkSquare

    Ability to automatically send or forward only fully executed (final, fully signed) contracts to an external platform (LinkSquares) via a designated email address, instead of relying on Google Workspace email forwarding rules.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. Use Smart Content to insert just the background image

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Embedded Signing/ iFrame functionality

    iFrame is soon to be deprecated, but some clients still need it

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Column-based views with the list of documents

    Can PandaDoc display a clear, column-based view showing:
    Current document stage (Draft, With Rep, With Approver/Manager, With Client, Finalized)?
    Who the document is currently waiting on?
    Can this information be visible without hover actions?

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  8. Email notification when ALL items in the Action Plan have been completed

    Currently we get a notification when every single action item is completed, but not when the entire action plan has been completed. This would be preferred.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  9. Additional notification before sending an empty email with a document

    There should be an additonal notification asking a user whether they want to send an email to a recipient without any content if they don't add any.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. Bi-weekly billing period option for recurring payments in document

    Bi-weekly option for recurring payments in documents. Currently you can only select either Weekly, Monthly, and Annually for recurring payments on the Document.

    There's a similar request like this, but specifically for products: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/48697445-bi-weekly-billing-period-option-for-recurring-prod

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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