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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. The Document and Template Editor pages look almost identical. A common first-time user error is creating a document when you think you are creating a template or vice versa. Common for New Hires, New Customers, common support question.

    You cant set up an approval workflow on documents, if there was a pop-up that redirected you it would be helpful.

    Same with Roles and "why can't I send this document" ... Because you are in a template.

    2 votes

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  2. User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.

    2 votes

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  3. 2 votes

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  4. The ability to add attachments to forms

    2 votes

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  5. Allow recipients to upload files when filling out a Form

    2 votes

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  6. Adding the content library feature EV2 to the right menu

    2 votes

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  7. 2 votes

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  8. 2 votes

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  9. 2 votes

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  10. 2 votes

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  11. 2 votes

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  12. Webhooks for EV2 Workspace

    2 votes

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  13. Would like grand total token to be at full feature parity from Editor 1 to Editor 2.

    2 votes

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  14. Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc

    2 votes

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    0 comments  ·  Rooms  ·  Admin →

    Hi,

    Thank you for taking the time to leave your request. We're excited to announce the release of our new feature, Rooms! Rooms provides a secure collaboration space where you can organize resources, share documents, and collaborate and negotiate with buyers and/or internal team members all in one place. For more information, please click the link below!

    Rooms

  15. 2 votes

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  16. We are preparing for Salesforce’s upcoming implementation of a new locale format across our organization. During our review, we identified that some APEX classes in the PandaDocs package are using API versions 45 or earlier. As this update may affect locale-sensitive operations (such as date, time, number, and currency formatting), we are concerned that the older APEX class versions might introduce compatibility issues.

    1 vote

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  17. When I include a field for attachment submittal, when the document is completed and the file is uploaded by the recipient it is also automatically saved as it own file and saved in google drive or any other folder as its own document.

    1 vote

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  18. Enhance the integration between PandaDoc and HubSpot by automatically updating a custom dropdown property in HubSpot when a specific PandaDoc template is completed. This seamless synchronization will enable the triggering of targeted workflows within HubSpot based on the document’s status.

    Detailed Description:

    Trigger Event:

    When a PandaDoc document, created using a designated template, reaches a "completed" status.
    Action in HubSpot:

    Automatically update a predefined custom dropdown property in the relevant HubSpot record (e.g., Contact, Deal, or Company).
    Workflow Activation:

    The change in the custom dropdown property serves as a trigger for HubSpot workflows, allowing for automated actions such as sending…

    1 vote

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  19. 1 vote

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  20. Pipedrive disable the field of variance and they introduce the billing frequency which is already in their API however Pandadoc has not updated this field in their API, and this is crucial to be able to use it in the pricing table.

    1 vote

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