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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7095 results found

  1. test

    13 votes

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    1 comment  ·  Approvals  ·  Admin →
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  2. 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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  3. Option to Download Audit trail in PDF

    • Will allow the user tp download the audit trail in PDF form
    13 votes

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    1 comment  ·  Other  ·  Admin →
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  4. Automations: Link document to Pipedrive Deal

    13 votes

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    0 comments  ·  Automations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.


    Here’s what we are building:


    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.


    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.


    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.


    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.


    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.


    Timeline Preview: Expect to see these functionalities rolled out in Q2.…

  5. 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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  6. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  7. 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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  8. Option to change page properties if the page was uploaded

    Option to change page properties if the page was uploaded

    13 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  9. 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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  10. Use Smart content with shared content library items

    Option to use shared content library items in Smart content

    13 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. export document data

    export document data on waiting for signatures into excel

    13 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  12. Use same set of radio buttons across pages

    Drag radio buttons from one page to another (for options that are one page long each)

    13 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  13. 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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  14. Hidden Variables: use on documents for internal integration usage, yet be hidden from signers.

    Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.

    13 votes

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    6 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. [Reporting] Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.

    Ability to export just the LIST of completed documents.

    13 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  16. Ability to restrict access to certain templates with password.

    Ability to restrict access to certain templates with password.

    13 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  17. Quickbooks Integration: 2 Way Sync

    Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    13 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Replace Source file for specific Page

    Would like to be able to Replace Source File for one specific page of the document instead of the whole document.

    13 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. AND operator in conditional smart content

    Would like to have an AND operator when using conditional content to populate content library items in a template.

    13 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  20. Smart content block next to another block

    Add a smart content block next to another block, or to a table

    13 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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