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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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112 results found

  1. flag/alert/notification for when a discount is applied in a document
    ex. salesperson is approving documents without reviewing the discounts applied.

    3 votes

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    1 comment  ·  Workflow  ·  Admin →
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  2. Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires

    3 votes

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  3. a way to download all the emails for the people that only viewed my template

    3 votes

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  4. 3 votes

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  5. Create Projects with documents and tasks assigned to users.

    3 votes

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  6. Availability to enable/disable "warning email" under expiration settings on the sent document

    3 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  7. 3 votes

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  8. Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.

    3 votes

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  9. It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.

    We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.

    2 votes

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  10. Automations: Paid status aside from Completed and Sent statuses.

    2 votes

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  11. Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.

    2 votes

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  12. When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)

    2 votes

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  13. download the PDF of the template with CSV added, for bulk send

    2 votes

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  14. Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement

    2 votes

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  15. automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    2 votes

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  16. 2 votes

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  17. So we are currently able to update the Salesforce Opportunity Stage when the status of related PandaDoc Document is changed (i.e. PandaDoc Document Completed = Opportunity Stage Closed Won) but we would like the ability to do the opposite. The use case here is we would like to mark all outstanding "sent" documents as 'Declined' when we move the related Salesforce Opportunity as Closed Lost. This will ensure there are no outstanding documents "hanging out" that are related to dead sales opportunities.

    2 votes

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  18. 2 votes

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  19. Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.

    2 votes

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    1 comment  ·  Workflow  ·  Admin →
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  20. Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.

    2 votes

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