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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6439 results found

  1. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Be able to remove the "Powered by PandaDoc" branding in recipient experience

    2 votes

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  3. end of contract template to be added in the template gallery and dashboard tile for status

    2 votes

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  4. 4 votes

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  5. 1 vote

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  6. connect 2 PandaDoc accounts to Pipedrive at the same time

    3 votes

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  7. dynamically populate images on the document level from the "collect files" field

    5 votes

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  8. As of right now, email notifications (viewed, completed, failed) are sent to whoever sends the document. This feature would allow for that to be customized- allowing for different individuals to receive these emails.

    65 votes

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    Not planned  ·  Molly Abrams responded

    Hi. 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!

  9. automatically change document status to Completed

    7 votes

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    3 comments  ·  Automations  ·  Admin →
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  10. 3 votes

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  11. list report of who downloaded the document or list report about the downloaded documents of a user

    6 votes

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  12. send a follow-up email/document after document completion

    45 votes

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    8 comments  ·  Automations  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, documents can be automatically sent after document completion with the use of our automations.

    We hope this releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  13. 7 votes

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  14. Ability to convert content library items to image library items or to move CLIs to the image library

    2 votes

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  15. Integration with ReAmaze CRM

    2 votes

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  16. Be able to set a default date on the date field, i.e. the birthdate year will most likely be in the 1980's. Set it as such so it doesn't default to 2022.

    4 votes

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  17. 1 vote

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  18. Be able to pull Google Drive Images & or a Google Sheet Product Catalog immediately into a quote.

    1 vote

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  19. Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  20. Hello, I have been using Pandadoc and i have just received a chargeback. So, Stripe told me that the only way they will automatically cover the chargeback is if the original STripe payment link is used, instead of the one that PandaDoc is using.
    Could you create a feature that would allow users to put in the custom payment redirect link?
    Thanks

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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