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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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176 results found

  1. Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. Every document signed by a client or associate, will be uploaded to a CRM, in this case Nimble. This automation will save time on manually adding hundreds of files into nimble.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. Make it possible to search the automations, its time consuming to scroll through an entire list of automations

    2 votes

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  4. get credit card details from recipients without charging any amount and transfer details to a new template

    2 votes

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  5. Change document name after document completion

    2 votes

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  6. Automation that would allow to upload a fully-signed deal on paper, mark it as Completed, and have it moved to a specific folder.

    1 vote

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  7. Would like to be able to fields from within the PandaDoc to create a new customer in Chargebee once the document is completed. Once the customer exists, we can then obtain a URL to obtain their payment method which should be able to become the redirect URL.

    Ultimately, I would love to be able to also create an invoice in Chargebee for the amount of the payment table (implementation fee for us) and collect the payment in the moment.

    0 votes

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  8. When someone signs the document I send them, I would like to insert their details in a Google Sheet document.

    1 vote

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  9. Restore deleted PandaDoc automations as inactive.

    1 vote

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  10. 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.

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  11. A lot of time is consumed when documents are to be sent, as such we really require a feature where we can select documents from the dashboard and send them, instead of having to open each file.

    1 vote

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  12. Customer needs a way to take a completed bundle and set up an automation to be able to break the bundle back into individual documents that could then be pushed into separate PDoc folders. The action would allow user to designate where each individual doc needs to go (specific PDoc folder)

    1 vote

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  13. Wants the workflow of approval to be that once the deal is approved the document associated will automatically be approved as well.

    1 vote

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  14. 2 votes

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    1 comment  ·  Automations  ·  Admin →
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  15. If the automation is added for the template in one workspace, the automation should apply in all workspaces in case this template is shared

    1 vote

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  16. Ability to automatically send a document/form to be signed by the client and have it accompanied by two "boxes" in which they can attach a photo. Then have it download as a PDF

    2 votes

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  17. It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically

    1 vote

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  18. Would like the automation to send a document based on the choice that a recipient made on the first document

    2 votes

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  19. A lock feature of text or message. We need to issue digital license which is very confidential and sensitive information. the recipient cannot see or unlock the license before signing up or filling out the form

    2 votes

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  20. Automation: Send document automatically once recipients has been added

    1 vote

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