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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5898 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. Smart content - automatically remove blank page when smart content is not triggered and inserted

    13 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  6. Expand the properties of fields available to the API: make fields required / non-required via API

    Allow setting of required/not-required or assign owner of a field on document create.

    13 votes

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    0 comments  ·  API  ·  Admin →
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  7. Remove users via SSO

    Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    13 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding [insert idea]. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  8. Notifications setting via PandaDoc Mobile App

    enable/disable notifications setting via PandaDoc Mobile App

    13 votes

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    1 comment  ·  Mobile  ·  Admin →
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  9. 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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  10. 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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    2 comments  ·  Integrations  ·  Admin →
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  11. Converting a form to a document

    Converting a form to a document

    • will allow the user to convert a form to document.
    13 votes

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    1 comment  ·  Forms  ·  Admin →
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  12. ability to make the pricing table columns not visible to the end users (recipients)

    the default pricing table columns should work in the similar way as the cost column
    so you can set up it in the way so it will disappear automically and won't be visible to recipients

    13 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Create one quote using multiple deals in HubSpot

    Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.

    13 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. Option to have a collaborator in forms

    Option to have a collaborator in forms

    13 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  15. Alerts/Notification when a reminder / signing order email has been sent to the recipient

    Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

    13 votes

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    2 comments  ·  Automations  ·  Admin →
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  16. pricing table subtotal add text

    Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.

    13 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Ability to get the IP or Identify who accesses the document using Audit Trail

    Ability to get the IP or Identify who access the document using Audit Trail

    13 votes

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    3 comments  ·  Other  ·  Admin →
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  18. Preview PDF before sending

    Would like the ability to preview the PDF before sending the document

    13 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. pass tokens HubSpot to PD forms

    pass tokens HubSpot to PD forms

    13 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. remove profile photo

    I want to completely remove my profile photo. I do not want to replace it with another photo.

    13 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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