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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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7266 results found

  1. Create and delete workspaces via API. Ability to programmatically manage workspaces will allow for automation of onboarding new teams

    2 votes

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    0 comments  ·  API  ·  Admin →
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  2. Once a document has been completed by a customer if it is possible for that document to automatically have a name change

    17 votes

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  3. 5 votes

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    0 comments  ·  API  ·  Admin →
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  4. The option to edit signing order from the Send document window.

    6 votes

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  5. Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    35 votes

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    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!

  6. Ability to set a limit for the number of files being uploaded via the document creation.

    2 votes

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  7. Would like to have a report to pull CRM created docs vs. PD created docs by user
    Request rooted from QBR

    16 votes

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    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!

  8. Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info

    6 votes

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    2 comments  ·  Automations  ·  Admin →
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    • On the PDf of the completed document the paid amount will show up.
    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Official Ruby SDK for PandaDoc

    1 vote

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  10. 1 vote

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    0 comments  ·  API  ·  Admin →
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  11. Option to view details of when emails was sent with copies of fully signed documents

    • Will allow the user to view the details of when emails was sent with copies of fully signed documents on the Audit trail.
    1 vote

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  12. When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    3 votes

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  13. "Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"

    8 votes

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  14. 1 vote

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  15. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    1 vote

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  16. 1 vote

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    0 comments  ·  API  ·  Admin →
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  17. It would be helpful to be able to share product catalog items to contacts who don't have a PandaDoc account.

    3 votes

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  18. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.

    1 vote

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