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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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183 results found

  1. Option to show the product in the pricing table if the value in the variable meets the condition (for example, is the value is true, then display the product)

    1 vote

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  2. The goal is to make it easy to set up a standard process for approving documents by creating a template group that includes "Legal," "Finance," and "Compliance." This group can then be added to any new document or template that needs to go through the approval process.

    1 vote

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  3. Ability to remove the document from "For approval" section if the status is approved.

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  4. 1 vote

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  5. 1 vote

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  6. When sending out an contract you now have the option to select nummer of days valid.

    more logical would be a good list like
    [ ] days before end of month
    [ ] days before end of next month
    [ ] days before end of this quarter

    Or more simple
    end of this month
    end of next month
    this quarter
    next quarter

    1 vote

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  7. It would be very helpful for integration with otther platforms if the document updated workflow would fire when a document is renamed in PandaDoc. We generate docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.

    1 vote

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  8. Turn off by default the deleted documents in the reporting feature
    ( Include deleted documents in figures)
    https://pandadoc.zendesk.com/agent/tickets/479117

    1 vote

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  9. Option to send a document for approval after all suggestions from the recipient were resolved

    1 vote

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  10. 1 vote

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  11. Make the information entered by clients in a text field as a variables and Pass them to Zappier.

    1 vote

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  12. Include on the audit trail what exactly has changed via approval workflow

    1 vote

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  13. Allow a user not part of the workspace to get notification of approval.

    1 vote

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  14. 1 vote

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  15. Bulk Send - Add setting to disable completion notification emails. Currently, you can turn off notifications, but its all notifications. I would like to turn them off for bulk send only and continue to receive them for non-bulk send documents.

    1 vote

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  16. Send multiple templates to multiple recipients within one click similar to how you're able to send multiple documents within one click

    1 vote

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  17. When adding a new approver they can't update any document that was created prior to the change. This creates a bad experience where a new doc needs to be created via the template or the new approver can't approve. This creates a bad experience for the internal team and adds a delay for the recipient.

    1 vote

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  18. If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.

    1 vote

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  19. 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.

    1 vote

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  20. 1 vote

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