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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6967 results found

  1. insert pricing table on a table block

    2 votes

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  2. 1 vote

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    1 comment  ·  Forms  ·  Admin →
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  3. Ability to purge API developer logs or set retention period to see only the most recent logs.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  4. SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed

    2 votes

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  5. 2 votes

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  6. For compliance and security reasons, be able to configure the length of time after which a document is automatically deleted (moved to the trash).
    This would enable compliance with GDPR or similar regulations that require data to be deleted after a certain time.

    3 votes

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  7. Have the ability during the redlining process to use PandaDoc in-app redlining or Word interchangeably. Right now, they have to choose either redline with PandaDoc or with Word from the beginning and stick to that for the entire redlining process for that document.

    2 votes

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  8. Automatically uploading documents from a specified folder in a file storage solution like Dropbox or without manual intervention.

    2 votes

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  9. Allows us to preconfigure workflow templates that we can apply to an uploaded PDF.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  10. Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to

    2 votes

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  11. When sending the document via SMS the number should appear at least on the audit trail

    2 votes

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  12. 2 votes

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  13. It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. We need a system that will manage agreements that are created, owned, or originated by an external party (e.g., a vendor, customer, or partner) rather than by your organization. In particular, we need the system to determine payment due dates from these and send us reminders of our payables.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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    1. Identify Key Clauses and Terms
    2. Assess Compliance
    3. Analyze Risks
    4. Suggest Edits and Improvements
    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification

    2 votes

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  16. Select which of the workspaces send notifications to Slack

    2 votes

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  17. 2 votes

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  18. Ability to have a clean version of Templates before the variables to send to clients.

    2 votes

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  19. Customer would like the option to be able to copy templates to another workspace.

    19 votes

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