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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. More options/ways to add videos. Embedding options

    15 votes

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  2. Being able to use Quote Builder with Transfer Data functionality.

    14 votes

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  3. 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.

    14 votes

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    6 comments  ·  Approvals  ·  Admin →
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  4. Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.

    14 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.

    14 votes

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  6. 14 votes

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  7. Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages

    14 votes

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  8. Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
    5 x $750 + 15 x $600, instead of 20 x $600.

    14 votes

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  9. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    14 votes

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  10. The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.

    14 votes

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  11. Option to switch off "User joined workspace" notification for Admin users

    14 votes

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    1 comment  ·  Other  ·  Admin →
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  12. Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    14 votes

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  13. Pull in info via tokens with Active Campaign integration

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. 14 votes

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  15. 14 votes

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  16. Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.

    14 votes

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  17. Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)

    14 votes

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    2 comments  ·  Forms  ·  Admin →
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  18. 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

    14 votes

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    2 comments  ·  Forms  ·  Admin →
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  19. 14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. edit sent documents via mobile app

    14 votes

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    2 comments  ·  Mobile  ·  Admin →
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