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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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170 results found

  1. Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.

    12 votes

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    Idea  ·  1 comment  ·  Workflow  ·  Admin →
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  2. 4 votes

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  3. have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    17 votes

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

    2 votes

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  6. Ability to send fax online more than 20 pages

    1 vote

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  7. There is an employee and supervisor when the admin send a timesheet to the employee he/she should look into the timesheet and can edit it if needed. Once he is done with the timesheet, it should route to the supervisor, he'll check and give approval/decline, which should be notified to the employee like the timesheet is Approved/Denied.

    1 vote

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  8. The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.

    4 votes

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

    2 votes

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  10. 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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  11. Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.

    14 votes

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  12. 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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  13. Highlight the changes made to a document/template in the version history

    9 votes

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  14. Option to use shared content library items in Smart content

    3 votes

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

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)

    1 vote

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  19. 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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  20. 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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