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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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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  2. 1 vote

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  3. 1 vote

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  4. After a document goes through the approval process they stay in the "For Approval" block once they have been approved or rejected. It would be nice for them to move to to a Approved block or a Rejected block for visual confirmation of the process being completed instead of them staying in the "For Approval" until they are sent or Re-submitted for Approval.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  5. Ability to view and import Canva templates into PandaDoc would be helpful.

    2 votes

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  6. the default pricing table columns should work in the similar way as the cost column
    so you can set up it in the way so it will disappear automically and won't be visible to recipients

    9 votes

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  7. 2 votes

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  8. RON Queue

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.

    8 votes

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  10. Make an option to place a field inside another one

    1 vote

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  11. Identify which documents are still waiting to be signed and email it as a report automatically

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. 62 votes

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  13. 1 vote

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  14. Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

    12 votes

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    2 comments  ·  Automations  ·  Admin →
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  15. Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.

    • Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.

    https://dynamics.microsoft.com/en-us/dynamics-and-teams/

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. provide content library item id, name and other properties when pulling template details from GET request.
    in content placeholders section?

    "content_placeholders": [
        {
            "uuid": "",
            "block_id": "Content Placehoder 1",
            "description": ""
        },
    

    {
    "uuid": "",
    "blockid": "Content Placehoder 1",
    "description": ""
    },
    {
    "uuid": "",
    "block
    id": "Content Placehoder 1",
    "description": ""
    }
    ],

    3 votes

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  17. Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. 6 votes

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  19. 1 vote

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  20. Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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