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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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763 results found

  1. EV2 Grand total and pricing table variables updating dynamically

    6 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →

  2. Automatically save signed docs to cloud storages (Google Drive, Dropbox, etc)

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  3. Document Value on Editor 2.0 (aka Grand Total)

    Set the value of the document to calculate based on the Pricing Tables available in the document or template.

    6 votes

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    Released  ·  1 comment  ·  Admin →

  4. Ability to choose which documents statuses show in the tabs on the Home screen

    Currently, there are preselected statuses chosen for each tab (Actions Required, Waiting for Others, Finalized) on the Home screen. Would like to ability to change these.

    5 votes

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    3 comments  ·  Usability Improvements  ·  Admin →

  5. Footer/Header - Ability to add signature fields, text fields.

    The ability to add fields on footer such as text field or signature fields.

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  6. Update HubSpot Deal Products with changes made in Pricing Table

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  7. [Reporting] Ability to download a csv file for sent documents

    download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent

    5 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →

  8. No labels on Radio Buttons

    Have the option to add radio buttons without having to label them.

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  9. Ability to modify payment getaways on the document/template level

    Be able to adjust chosen payment gateways in payment app on the particular document/template with new payment gateway integrations

    5 votes

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    3 comments  ·  Quote to Cash  ·  Admin →

  10. Add Webhooks for Templates

    Add Webhooks for Templates, following the existing pattern for Documents.
    Events:
    Create
    Update | following version history
    Delete
    Usage

    5 votes

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    1 comment  ·  Integrations  ·  Admin →

  11. [Bulk action] Add users in bulk to a workspace & Maintain their level of access (admin) etc.

    Would love to be able to have users that automatically have access to new workspaces or to bulk add users to different workspaces and maintain their user level (admin) across all workspaces if desired.

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  12. refresh the TOC automatically when headings are inserted, modified or deleted

    refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).

    5 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →

  13. Pre-set but adjustable auto-reminders

    Make default auto-reminders every 3 days, like in docusing.

    While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .

    Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.

    5 votes

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    1 comment  ·  Recipient Experience  ·  Admin →

  14. Option to use sms verification trough Zapier or API.

    We are using digital signed documents to make contracts. But we have to include 2FA because privacy regulations in the Netherlands. I saw that there was a option to verifiy to document receiver, but this is only for documents created manually.

    We are using the Zapier plugin of PandaDoc to generate documents with data etc.

    But we are not able to use this security function on those documents.

    I think there would be a lot of people that need this option, i even saw comments online that people cant use PandaDoc because of this.

    I like PandaDoc and i would…

    5 votes

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    0 comments  ·  API  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Recipient Verification

  15. Recipients able to click on hyperlinks on a sent document without having to download PDF

    For example, a PDF is uploaded into PandaDoc with hyperlinks. I can click on the hyperlinks in the editor. Once the document is sent, the recipient is not able to click on the hyperlinks unless a PDF of the sent document is downloaded.

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →

  16. use dropdowns as tokens (hubspot)

    to be able to use dropdowns as tokens in hubspot integration

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  17. View exact time (timestamps) in audit trail section

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  18. Send documents using a different email via API / Send on behalf via API / Set document sender via API

    5 votes

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    0 comments  ·  API  ·  Admin →

  19. Set "Attach a PDF to email" as default

    When you have signers, there is currently a place in the "Manage" section to toggle in order to attach a PDF directly to the email, instead of having to go back into the document in order to download a completed copy. This makes things easy when you're trying to complete other tasks.

    By making this the default or giving users the option to set it as default, this would increase efficiency for all.

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
    Released  ·  Lindsey Schocke responded

    You can set the default to attach a PDF to a completed document notification in Settings > Settings > Email attachment. 

    Check the box that says: 

    Attach a PDF of the completed document to email. 

    When a document is completed, recipients will receive an automated email with a PDF copy of the document attached. 

    You can learn more here: 

    https://support.pandadoc.com/hc/en-us/articles/360026361793#:~:text=Enable%20for%20all%20new%20templates%20and%20documents 

  20. Payment block for Ev2

    My only suggestion is that we miss the payment block at the end of the document.

    5 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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