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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. The option to skip an approver if needed.

    I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

    So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

    14 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  2. Share a document link without adding a recipient's email

    My client does not have an email address. Is there any way I can send her a link for her to sign?

    14 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  3. Fields locking for other account's members / Lock field location by content locking

    14 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Removing fields when a role is removed or unassigned / remove fields in bulk

    When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    14 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Add variables to the Room

    add variables to the Room

    13 votes

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    1 comment  ·  Rooms  ·  Admin →
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    On roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  6. Request for Consistent Formatting of Word Docx and Google Docx Uploads

    Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    13 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  7. [Bulk Send] Send via SMS

    We would like to be able to use Bulk Send with the Send via SMS feature.

    13 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. Setup 2FA for all users at once

    Option to setup 2FA for all users at once

    13 votes

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    3 comments  ·  Security & Compliance  ·  Admin →
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  9. 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.

    13 votes

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    6 comments  ·  Approvals  ·  Admin →
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  10. 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!

    13 votes

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    4 comments  ·  Automations  ·  Admin →
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  11. Option to disable notification to recipients after document got completed

    • Will allow the sender to disable notification once the document got completed
    13 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  12. Calculate tax by location

    Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time

    13 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. Conditional fields for several recipients

    Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    13 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. 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.

    13 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. To have one product catalog that syncs with all of your workspaces and allows each product to be displayed in multiple currencies

    13 votes

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    3 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Ability to adjust table row height

    Ability to adjust table row height

    13 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Automatic email response with next steps after recipient has signed and or paid

    When someone signs and/or pays your contract. To automatically send them a Thank you or congratulations, Confirmation, or Next Steps, something you can customize to go out to your customer directly after they sign because I am not at my desk 24/7, and customers want reassurance that you received their signature and money. No different than when you buy something online, you get an email of that purchase. This is very crucial to all businesses. Communication is key to everything.

    13 votes

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    4 comments  ·  Recipient Experience  ·  Admin →
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  18. Allow recipients to revisit unfinished forms without having to restart the form process.

    Allow recipients to revisit unfinished forms without having to restart the form process.

    13 votes

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    1 comment  ·  Forms  ·  Admin →
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  19. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

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

    13 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Inbox, filter by status for documents

    Filter documents in Inbox by status

    13 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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