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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5897 results found

  1. ability to use invites to other workspaces when SSO is enabled

    currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    10 votes

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    0 comments  ·  Other  ·  Admin →
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  2. allow recipients to choose a payment method

    allow recipients to choose a payment method

    10 votes

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    5 comments  ·  Quote to Cash  ·  Admin →
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  3. Add spacing between header area and content.

    On page breaks, content moved to next page is too close to the header looking terrible.

    10 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  4. Attach a completed document to a new one: link documents conditionally

    Completed document being sent to a placeholder of a new document

    10 votes

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    1 comment  ·  Automations  ·  Admin →
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    Valeryia Baranava responded

    Hello Ksenia,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

  5. Use Smart content blocks with Zapier

    10 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. Automate Reporting

    Identify which documents are still waiting to be signed and email it as a report automatically

    10 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. Conditional recipients

    It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].

    10 votes

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    1 comment  ·  Automations  ·  Admin →
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  8. Granular Notification Settings for Forms initiators and workflow receipients

    Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.

    Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?

    If this is…

    10 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Add a possibility to presave approval groups

    Would be great to have a possibility to save a approval group for a more convenient process.

    10 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Ability to lock an entire page (all content blocks) within a document

    10 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Custom Fonts for each Heading

    Ability to set default font for each heading

    10 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  12. webhook trigger for completed and expired documents

    To be able to separate the webhook trigger for completed and expired documents.

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Disable choosing cookies by the recipient

    The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic

    10 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  14. Rule allowing to assign specific contacts from Hubspot to Pandadoc documents

    The ability to assign only specific contacts associated with Hubspot deal
    the rest contacts that do not match the rule will not be added to the document

    10 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Disable option "send document" via app (leave only share via link)

    disable option "send document" via app
    (leave only share via link)

    10 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Reminders that can be sent to non-signers

    Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

    10 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  17. Currency validation field

    Having currency as one of the options for the field validation (email, phone number, social, etc.)

    10 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  18. send a document to signature via Salesforce automatically

    send a document to signature via Salesforce automatically

    10 votes

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    3 comments  ·  Integrations  ·  Admin →
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  19. Dynamic document owner: Allow Zapier to change document owner

    Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.

    10 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. Hide document sequence on the recipients end

    hide the document sequence from the recipients email, i.e. they should see the doc name only not the sequence.

    10 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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