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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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554 results found

  1. Reoccurring charge in Hubspot

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  2. Upload a signed PDF instead of the original document at the point the status is changed manually

    Is there any way that if the other partner prints, signs and e-mails a PDF copy i store it as well? Is there an option to upload the pdf at that point I change the status to completed manually?

    When I change the status will I get an option to upload the pdf at that point. How is the PDF stored. Is the PDF then added as a downloadable attachment to the original unsigned document which then has a completed status?

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    We released the feature for attachment to the documents completed manually and now the document you upload when manually changing the status is visible as an attachment to an email notification send to document recipients. Please see the link for more info.

  3. [Doc2doc] Transfer pricing table

    Doc 2 Doc Enhancements
    - transfer pricing tables

    3 votes

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  4. Complete Italian localization

    The "Hurray! Document completed" message should be in Italian

    3 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →

  5. Zendesk Support for Editor 2.0

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  6. Required fields

    Make all fields required when placing them in a document

    3 votes

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

  7. Uploaded signature for the Editor 2.0

    3 votes

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    Released  ·  1 comment  ·  Recipient Experience  ·  Admin →

  8. BulkSend in Editor 2.0 Ev2

    BulkSend in Editor 2.0

    3 votes

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    Released  ·  0 comments  ·  Admin →

  9. Bulk Users Invite

    The ability to add multiple users in a Wrokspace of the account. Either new users or users from other workspaces.

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  10. improve the email notification when a collaborator is invited.

    When a collaborator is invited, the email notification should display the name of the document they are invited to collaborate on, rather than showing the workspace name.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  11. Restrict access to the documents by using Grant access button

    The client's feedback:

    We’ve reviewed the setting you mentioned regarding access requests, and we understand that disabling it can prevent users from requesting access. However, this does not address the core issue we reported.

    To clarify again: when a user requests access to a document and we receive the email notification, simply clicking on the document link in the email (not the “Grant Access” button) automatically grants the requester guest access to our account. This is happening without any explicit approval or confirmation from our side.

    This behavior represents a significant security flaw, as access should only be granted when…

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →

  12. Make one payment gateway default over another

    Make one payment gateway default over another

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  13. Send an SMS reminder notification

    send an SMS reminder notification

    2 votes

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

  14. Option to add metadata to documents not using API

    Ability to add metadata to documents created from templates using the PandaDoc editor.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  15. Adding Laos (KIP) currency in pricing table

    adding Laos (KIP) currency in pricing table

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  16. recipient cannot see or unlock the license before signing up or filling out the form

    A lock feature of text or message. We need to issue digital license which is very confidential and sensitive information. the recipient cannot see or unlock the license before signing up or filling out the form

    2 votes

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    0 comments  ·  Automations  ·  Admin →

  17. Set HubSpot property value based on selection in PandaDoc document

    In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
    For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  18. Approval workflow in order

    Customer would like to set an approver workflow in order

    2 votes

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    0 comments  ·  Approvals  ·  Admin →

  19. change the HubSpot deal status when the document is approved

    change the HubSpot deal status when the document is approved

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  20. pass information from PandaDoc to HubSpot

    Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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