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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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198 results found

  1. Option to edit a document that will take effect on all sent documents.

    • will allow the user to edit specific document that will also take effect on same sent docuiments
    1 vote

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  2. Once a payment is received in Stripe -- send client info to PandaDoc and create/send the contract to the client automatically.

    2 votes

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  3. 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.

    18 votes

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  4. 1 vote

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  5. Use smart content to generate a bundle documents
    ex. if "x" product is selected: triggers document bundling based on smart content selected and add "x, y, z" documents to the bundle.

    ex. IN HS sales person would select products - as cart is built then bundled docs will be generated based on the products selected.
    if product A selected (data security terms, product description, agreement)

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. 1 vote

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  9. 1 vote

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  10. 1 vote

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  11. Clicks a button or makes a selection on a drop-down, then that form gets sent to the selected person.

    1 vote

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  12. 1 vote

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  13. When a % payment is setup, create a way to request the balance after a period of time. The balance request should have the option to be triggered after a certain amount of time or requested manually. It should also allow to turn on the scheduled request at some point after the doc was signed. Nor example, I require a 50% deposit and the balance due net 30 when shipped. I need to be able to go back in and set up the thirty days when the item is shipped.

    2 votes

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  14. 2 votes

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  15. I want when a proposal is pandadoc is created. to have an audomatic deal created on pipedrive with all the details. how to do that

    1 vote

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  16. Ability to schedule when to send a document

    265 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  17. For a workflow document, we create a new field and for its location we choose “match text”. We provide text that would be on the document (i.e., “Subcontractor Signature”. It asks for x and y offset from the location, as well as the option to have it look in a certain page range, as well as which occurrence to use should there be more than one match in the document.

    1 vote

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  18. can the Fee column be automated from the catalog

    3 votes

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  19. 198 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  20. 22 votes

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    Idea  ·  7 comments  ·  Automations  ·  Admin →
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