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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7508 results found

  1. Pricing Table: decimals editing on a cell level

    to change the decimals on the cell level

    16 votes

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    5 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Replace source file for Forms [Workaround in comments]

    For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf

    16 votes

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    3 comments  ·  Forms  ·  Admin →
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  3. Pull data from Monday.com to PandaDoc pricing table

    16 votes

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    1 comment  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.

    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6

    During our discussion, we can explore these proposed solutions and gather your feedback.

    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

  4. edit sent documents via mobile app

    edit sent documents via mobile app

    16 votes

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    2 comments  ·  Mobile  ·  Admin →
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  5. Conditional content around pricing table and new pages added

    I would also like to add extra pages to the PandaDoc document based on the products I add to the pricing table. For example, if I add a pen (1st position) then the document is automatically extended by an information page about the pen.

    16 votes

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    6 comments  ·  Automations  ·  Admin →
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    In Development  ·  Valeryia Baranava responded

    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

  6. Google Workspace

    Integrate Pandadoc with google Workspace

    16 votes

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    3 comments  ·  Integrations  ·  Admin →
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  7. Set fields as "not required"/"optional" by default

    availability to set some fields as "not required" by default

    16 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Place Text Over Images in PandaDoc

    Client would like to be able to add text over images added in PandaDoc editor

    16 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  9. Table headings

    Ability to add a heading to the top of a table.

    16 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  10. Create contact with filled-in fields via form automatically

    OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    16 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Automatically approve documents created by the approver

    16 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  12. Conditional logic for Payment block

    Payment block populates only if the customer selects "credit card" as the option for payment.

    16 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  13. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document

    Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    16 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. placeholder for checkbox field

    Placeholder for checkbox field.

    16 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Hubspot mobile app

    Ability to use the hubspot mobile app with PandaDoc

    16 votes

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    Idea  ·  6 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. Recipient Analytics Reporting

    Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    15 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Option to only allow ACH payments via Stripe

    It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.

    15 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  18. Conditional approvals based on the Sender

    Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.

    15 votes

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    7 comments  ·  Approvals  ·  Admin →
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  19. Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed

    I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.

    Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.

    Thanks!

    15 votes

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    5 comments  ·  Automations  ·  Admin →
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  20. Add default option for Date > Autofill with Signing Date

    Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    15 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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