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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7645 results found

  1. Add Related Products to Pricing Table Based on Initial Selection

    Ability for a pricing table to automatically display related products or services based on the initial selection made by the user. For example, when a user selects a primary product or service, the system would dynamically suggest or populate additional related items in the pricing table.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Automate sending a Report based on data within an account's Reports tab.

    Customer wants to be able to automatically receive a Report of all Paid documents via CSV file, sent to her, as an example, every Monday. The report will include can include what's currently available within the Reports tab or a custom report.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Customize notification on cancelled notary sessions.

    Ability to customize notary message that is sent out for cancelled sessions. Currently includes email of person who created request. Would like it to reflect a 1-800 phone number instead.

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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  4. Ability to rename automation

    Currently, the automation names are long. Having a way to rename them helps avoid confusion with other automations that have part of their names being the same.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. 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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  6. 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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  7. Retain recipients and metadata associated with it, when moving completed documents from one workspace to another.

    To have the ability of retaining recipients and all metadata associated with it, when downloading a completed document from one workspace and uploading it in another workspace,

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. 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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  9. 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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  10. 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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  11. 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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  12. Rooms: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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  13. 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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  14. 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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  15. 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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  16. Assign fields when populate CLI with Smart Content

    When Library items are added via smart content, the fields are not being assigned even though the CLI and template have the same role names.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  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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