128 results found
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Redirect recipient to a custom URL upon completion
Ability to redirect a recipient to a custom URL when they complete a document.
444 votesGreat news – redirect after completion is now available for all business and enterprise customers 🎉
With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.
We'd love your feedback!
Igor, Product Team
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Schedule Sending documents
Ability to schedule when to send a document
294 votesHi,
Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.
We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.
To learn more about how it works, check out our Help Center article.
Thank you for voting for this idea – your feedback is what got it built.
Igor, Product team @ PandaDoc
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231 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Automatically organize documents to folders: create trigger to move completed docs to specific folder
In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents
91 votesHi,
Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.
Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.
This automation is available for Business and Enterprise plans.
Learn how to setup this automation here.
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Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]
option to send completed documents to a specific email address automatically
60 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Set a Saved Message on the template level
Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message
53 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Auto-fill sender's signature once the document is signed by the client
Auto-fill sender's signature once the document is signed by the client
52 votesHi. 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!
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Send a document after document completion
send a follow-up email/document after document completion
46 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Sending another document when PandaDoc document status changes -
Auto-update content library item once updated in a document/template
Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.
Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.
In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…
43 votesHi. 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!
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To automate a second document to be sent out once the first document was signed / completed
to automate a second document to be sent out once the first document was sent
35 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. You can now save even more time by automating repetitive tasks such as sending a follow-up document when a document is sent or completed.
You can learn more about automations and how to set it up here.
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hide the discount column automatically if the discount is 0%
hide the discount column automatically if the discount is 0%
29 votesValeryia Baranava responded
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Send invoice when payment is made: Invoice with Paid windows
The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).
29 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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[Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato
Quote builder to be available in Make.com, Zapier, Workato
28 votes -
Webhook retries - If PandaDoc detects the hook hasn’t been accepted - retry automatically.
Webhook retries - can only do manually on some unsuccessful hooks. If PandaDoc detects the hook hasn’t been accepted - retry automatically.
24 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.
PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.
For more information, please check the link below:
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Ability to create custom automations on the document level
Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.
23 votesLindsey Schocke responded
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Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
22 votes -
Conditional content around pricing table and new pages added
I would also like to add extra pages to the PandaDoc document based on the products I add to the pricing table. For example, if I add a pen (1st position) then the document is automatically extended by an information page about the pen.
17 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed
I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.
Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.
Thanks!
15 votes -
Alerts/Notification when a reminder / signing order email has been sent to the recipient
Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.
15 votes -
[Bulk Action] Apply Automation to All Templates at once
A control panel feature whereby you can apply the same automation to your entire template folder(s) rather than individually applying an automation to some 200 templates.
13 votes
