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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. 2 votes

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  2. 2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  3. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Have 1 quote builder per page then the final page has the summary quote of all of them

    2 votes

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  5. Currently, you can only add conditional rules for fields based on dropdown, radio, or checkbox fields contained within the document. I would like to set up a rule that requires signature based on a custom variable that is populated by a smart form.

    Our staff members fill out a smart form which generates a registration document for students receiving state financial assistance for a class. If the class is one of our programs that requires a background check, we want the student to sign and authorize the background check on the form, along with signing other acknowledgements.

    I tried setting…

    1 vote

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  6. Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.

    14 votes

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    6 comments  ·  Approvals  ·  Admin →
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  7. I was wondering if it's possible to integrate with a company called Friendly Payments?

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. Sending only 1000 documents per hour is frustrating as we need to send at minimum 22,000 documents out to parents for signatures. This means it essentially takes us 22 hours of work to send all of these documents, and with 8-hour working days, we are either working many overtime hours to send these docs, or having to spread it across 3+ days.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. ECS payment gateway option

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  10. Rooms: General Room chat feature for room members
    Allow all room members to communicate about action items in a general space within the room outside of a document. Allows vendor and customer high level visibility.

    3 votes

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    1 comment  ·  Rooms  ·  Admin →
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  11. Chime Payment Integration

    4 votes

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    0 comments  ·  Payments  ·  Admin →
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  12. We would like to be able to create Rooms on the EU server.

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  13. Allowing the option to edit the email subject and body when adding CC recipients to a document sent via a link.

    1 vote

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  14. There is currently an automation to send certain templates to different folders upon completion, but I would like to have a rule that allows us to set a "name contains" value and based on that criteria, send it to the corresponding folder.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. Make MS Dynamics automation work with a document created from the account object.

    We can create a note for a Quote/Opportunity in MS Dynamics when document activity happens, but we cannot do this for a document created from an account object.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. 2 votes

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    0 comments  ·  Payments  ·  Admin →
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  17. Bulk download for attachments

    2 votes

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  18. Ability to add tags in template via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  19. Option to send a document via email and SMS via Zapier

    4 votes

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  20. To be able to have the header be different than the rest of the document. Currently, the cover page doesn't allow for block building making it not an option for one type of proposal.

    1 vote

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