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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. email notifications when an automation has issues

    receive email notifications when an automation or integration have issues

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. Different company names for whitelabeling accounts/multiple workspace

    Ability to have different/separate company names for multiple whitelabeling accounts.

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Option to Disable Payment Reminders for Individual Documents

    Option to Disable Payment Reminders for Individual Documents.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  4. Set a limit on form responses

    Have a way to limit the clients response to the form sent to them

    5 votes

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    2 comments  ·  Forms  ·  Admin →
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  5. SSO Groups

    User management via SSO groups, for example, in case a user is removed in IDP, they need to be automatically removed in PandaDoc

    5 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Continued numbered list with letters

    The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.

    5 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  7. Sync bullet points back into Salesforce (update opportunity products trigger)

    At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Reporting: Include Unique Recipient Links

    Get a CSV file with a list of unique document links for all documents

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  9. Webhook for each time a recipient views a document

    Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.

    5 votes

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    3 comments  ·  API  ·  Admin →
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  10. Use Variables inside Quote Builder

    Ability to populate variable value inside the Quote Builder just like with the Pricing Table.

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. SFDC CPQ Workflows support for Quote object

    Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.

    5 votes

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    0 comments  ·  Workflows  ·  Admin →
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  12. Instalments: ability to set a flat installment amount

    Ability to set a flat installment amount instead of percentages

    5 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  13. Quote Builder: option to use formulas

    Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  14. [Quote Builder]: Summary of all Quote builders

    Have 1 quote builder per page then the final page has the summary quote of all of them

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Rooms: Customize Room Link (URL)

    Option to customize / white-label Room URLs.

    5 votes

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    1 comment  ·  Rooms  ·  Admin →
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  16. QR code in the Signature Certificate to check the authenticity

    QR code in the Signature Certificate to check the authenticity

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Grey Out Unselected Items in Quote Builder

    In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Pricing table/Quote builder: Populate the name of the product selected by the recipient into a variable

    Wanting the name of the product chosen to populate as a variable - This is critical for us as we use sections in quotes to allow us to offer different subscription bundles with add ons at different discounts. Using customized selections for sections in the quote table they are able to do this, but then in the Terms of Service/Agreement Details, I need to populate the name of their selection. We can currently use a variable to show the total based on their selection but we need to show the name too.

    5 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Rooms: General Room chat feature for all room members

    Rooms: General Room chat feature for room members
    Allow all room members to communicate about action items in a general space within the room outside of a document. Allows vendor and customer high level visibility.

    5 votes

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    1 comment  ·  Rooms  ·  Admin →
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  20. Reporting metrics on users

    The ability for reports to show user data/internal rate, for example:
    - First response time - time to respond/open a quote once it has been submitted for approval
    - Number of edits - number of edits required on documents before approval
    - Time to approve quote from submission to approval - see how long the quote approval process is

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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