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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7293 results found

  1. Make an Attachment that will have the recipients open and acknowledge.

    3 votes

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  2. When a % payment is setup, create a way to request the balance after a period of time. The balance request should have the option to be triggered after a certain amount of time or requested manually. It should also allow to turn on the scheduled request at some point after the doc was signed. Nor example, I require a 50% deposit and the balance due net 30 when shipped. I need to be able to go back in and set up the thirty days when the item is shipped.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Ability to work with eForms using the mobile app.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  4. Option to have Send Document EmailL content to be in the Hubspot activity

    2 votes

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  5. ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    45 votes

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  6. Nearly every feature on PandaDoc is conveniently available from most context menus in the documents tab except for the function to send a reminder which requires you to go through several tabs inside the document to reach. It would save me a lot of time and help me avoid double-sending reminders if it was easier to reach.

    2 votes

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  7. How many documents were created by week - get a report of this.

    2 votes

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  8. Allow for multiple images to be added to an image gallery like Squarespace where you can format select multiple formatting types. This will keep images spaced equally.

    5 votes

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  9. You should have the ability to edit existing text in a drop down menu options of a template. I duplicated a template and have basic edits on dates/information but the bulk of the text will be remaining the same. The current capabilities allow me to add or remove new options but if I want to edit the text of an existing option, I need to retype out the entire text. This seems like a simple fix and would greatly improve the efficiency of creating templates with minor variable differences.

    1 vote

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  10. 1 vote

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  11. 316 votes

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  12. I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  13. Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  14. 1 vote

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  15. 1 vote

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  16. 1 vote

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  17. Can you modify the navigation to work better in documents with lots of optional fields?

    1 vote

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  18. Well I'm using zapier to connect various system.. And I have made a new template and saw that you have launch part #1 of smart content.. Where you can pre-define a content library to a "block" in the contract.

    1 vote

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  19. should be possible to separate rows that belong to the columns
    Each of the columns should have several lines
    ability to draw lines for the table (as it is possible in word now)
    improved design options so you can create the table/chart from scratch and recreate the same table as you have in word

    5 votes

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  20. 1 vote

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