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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7438 results found

  1. Option to automatically minimize the right-side panel on document editor.

    Have an option to automatically minimize the right-side panel when opening a document for editing.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Room User Owner reassignment

    It would be nice to have the option to change the Room Owner or have it reassigned

    5 votes

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    1 comment  ·  Rooms  ·  Admin →
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  3. CPQ Workflows report for tracking usage

    We would like to track CPQ workflows usage to see how our users are adopting the new process.

    5 votes

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    0 comments  ·  Workflows  ·  Admin →
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  4. Display Vimeo Video Thumbnail on PDF

    Display the Vimeo video thumbnail on the downloaded PDF instead of a red YouTube icon.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Autofill the signature field with previously used signature by the signer

    the customer needs that the signature field is pre-filled if the recipient has signed their documents before. Ability to store the manually drawn signatures specifically is needed.

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. [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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  19. 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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  20. 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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