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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7374 results found

  1. send 1 email with all of the signers in the "To" field and email address in the "CC" field of the same email

    The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients.  In your app, I chose my email address as a "CC".  In any email system, there is a "To" field and a "CC" field.  What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. Ability to restrict/lock field editing and placement on templates/ documents

    Ability to restrict field editing and placement on templates/ documents

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  3. Conditional formulas in Pricing Table

    Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Track Negative Revenue Reporting Without Deleting The Document

    We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  5. Emails sent from PandaDoc to be copied into HubSpot

    It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.

    7 votes

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    5 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Ability to add signature to a completed document

    Ability to add signers to a completed document (countersign a completed document)

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  7. Option to switch off "Collaborator requests access" notification for Admin users

    Option to switch off "Collaborator requests access" notification for Admin users.

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Disable default roles from the workspace admin page

    Disable default roles from the workspace admin page so custom roles can't be created from them.

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Enable 2 (multiple) payment gateways for documents.

    Set 2 payment gateway for each document. For example, document 1 uses PayPal, document 2 uses Stripe.

    7 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  10. Allow recipients the ability to edit the document, potentially add extra documents, and send to an internal team for review before signing

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  11. Limit access to Template/Documents regardless of license type

    Allow the owner of a document to select who can view the document regardless if they have Admin access.

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Make .docx downloads support fillable fields when they are filled out.

    Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!

    7 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document

    Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    7 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Have Signature Certificate separated from the document and sent as a separate document / email.

    Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document

    7 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Export metadata of a document

    Export metadata of a document (signer, date, name, variables from the document, etc)

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  16. pricing table recurring

    Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Ability to Reorder Templates by Drag and Drop

    I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.

    7 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  18. ACH payments via Stripe for non-US accounts/non USD

    ACH payments via Stripe for non-US accounts/non USD accounts

    7 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  19. Reporting feature in API

    Reporting feature in API

    get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing

    7 votes

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    1 comment  ·  API  ·  Admin →
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  20. Make fields conditionally (non-) required if previous field is filled out.

    Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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