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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 5 votes

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    0 comments  ·  Rooms  ·  Admin →
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  2. Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days

    5 votes

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  3. There should be a warning before you delete a content library item. Some items could be used in a smart content block and when the content library item is deleted, it essentially breaks the smart content block. There should be an indicator that the content library item is attached/being used in a smart content block.

    5 votes

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  4. The option to automatically charge the payer for succeeding installments.

    5 votes

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  5. The ability to add tabs inside of rooms aside from the ones already generated i.e documents&files tab

    5 votes

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    0 comments  ·  Rooms  ·  Admin →
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  6. Option to setup a due date for recurring payments

    5 votes

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  7. Have the ability to add in SMS verification to bulk send

    5 votes

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    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. The ability to have conditional logic on text block not just text fields.

    5 votes

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  9. I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.

    5 votes

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  10. Ability to set a minimum quantity the recipient must choose in Quote Builder

    5 votes

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  11. Option to have payment gateways for EU servers

    5 votes

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  12. Link the recipient signing link to the corresponding Salesforce opportunity

    5 votes

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  13. I would like the ability to start with a higher number than 1 for the first tier of pricing on the volume based pricing for a product. This is because I would like to set a higher order minimum than just 1 unit. I need to be able to set a higher order minimum when providing quotes to customers.

    5 votes

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  14. When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    5 votes

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  15. 5 votes

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    1 comment  ·  Other  ·  Admin →
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  16. The ability to create custom fillable fields

    5 votes

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  17. To automatically pull all the data from the PandaDoc documents and update the properties in HubSpot? For example, "Company Name

    5 votes

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  18. Option to copy and paste fields/variables from one template to a new template

    5 votes

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  19. Adding video from youtube shorts - by default, the youtube player is being added with a horizontal orientation. Allow to add video where the player is vertically oriented

    5 votes

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  20. 5 votes

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