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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7663 results found

  1. Data from a single PandaDoc field to be distributed across multiple HubSpot properties

    A user might have a "Full Address" field in PandaDoc, and they want to map this single field to different properties in HubSpot, such as "Street Address," "City," and "Postal Code." Currently, they would need to create multiple fields in PandaDoc for each specific property, which complicates the document creation process.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Role Permission pop up notification

    Some Roles needs to be enabled for users to perform objectives, it would be better to have a pop up of which part of the Role nees to be enabled.

    User 1 Admin Role
    User 2 Limited Member Role
    User 3 Member Role

    Admin and Member Roles can make changes on quotes while Limited member Role can't make changes and they need to check each side by side on the role comparison to determine which needs to be enabled and disabled.

    The Aks: It would be best that when a Role with limitations makes a change on a document if…

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Ability to adjust the email footer text based on the recipient's language.

    Ability to adjust the emails footer text based on the recipient's language.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Redirect button on the completed document email

    Redirect button on the completed document email

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  5. Notification for Optional Fields

    Add a feature to notify recipients when an optional signature field is present in the document. This could be through a message or visual cue to ensure the recipient is aware of the optional field.

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. Update a HubSpot property with a document reference number when a document status is changed

    Update a Hubspot property with a document reference number.

    2 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  7. Ability to reference Field ID of fillable fields as variables

    Being able to reference the input from a fillable field as the value for a Variable via the "Field Id" would allow for more complex functions like being able to do basic math within a document utilizing input from multiple fields. You could also use fillable field input to flow into a pricing table, which would make this even easier to implement.

    My personal use case is needing to repurpose existing PDF contracts currently in use, but having the limitation of not being able to insert a pricing table in order to provide totaling, tax/discount calculations, etc from multiple fillable…

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Support the "Send via Business Email" feature via API

    Support "Send via Business Email" feature via API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  9. Ability to Pull Values from Non-Primary Companies in Deal Records

    Enable the integration to capture values from non-primary companies associated with deals, allowing users to set conditions or use labels to determine which company's data should be pulled.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Option to pin strikethrough setting in the editing panel

    Have the ability to pin Strikethrough in the document editing panel so you don't need to click on 3 dots.

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. Attachment in Mobile Apps

    Ability to make attachments and view attachments in mobile apps

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. e-Apostille

    e-Apostille: option to get an official UK document ‘legalised’ by submitting it to the Legalisation Office.

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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  13. Quote builder: set a fixed Contract Term

    Option to set a given term as default for all the lines created from the catalog

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. MM/DD/YY date format

    Option to have MM/DD/YY format instead of MM/DD/YYYY

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Ability to add a fixed amount of padding in pricing table

    Ability to add a fixed amount of padding to any follow-on pages in a pricing table that goes on to more than one page.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Collect and Encrypt credit card details with Chase payments through Salesforce

    Collect and Encrypt credit card details with Chase payments through Salesforce

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Promote private endpoint for dashboard to public api

    Prospect Fusion SD asking for dashboard private endpoint listed below to be considered to be promoted to public api for an embedded use case with multi-workspaces

    https://api.pandadoc.com/dashboard/web?period=3months&from_date=2025-02-25T05%3A00%3A00.000Z

    2 votes

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    0 comments  ·  API  ·  Admin →
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  18. automation: completed document triggers to create a room from a room template

    Sales handoff to onboarding and project management:
    automation: when a document is in "completed" status, tigger to create a room from a room template

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Export Catalog Folders

    Looking for the ability to export specific folders in the Catalogue instead of exporting the whole catalogue

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Ability to pull the document completion date (when all recipients have completed the document) from PandaDoc into HubSpot.

    Pull the document completion date (when all recipients have completed the document) into HubSpot from PandaDoc.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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