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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Webhook for the subscription created in Stripe once the document is paid

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. The Nutshell integration to be made available for accounts in the EU server.

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. Option to subtract the fee from the total, rather than adding it to the price. For example:
    A charge is $1800, but 20% is a management fee, $360. So the product price should read $1440, the fee cost should be $360 and the total should be $1800.

    1 vote

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  7. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Customer would like the automation to include attachment and uploaded file from recipients to be downloaded to Google drive

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.

    7 votes

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  10. Ability to filter documents by the signing order progress.

    2 votes

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  11. The "All Documents" view should display the name of folders where the documents reside.

    1 vote

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  12. The recipient can't regenerate a link when it's no longer available. At the moment if i go to an expired pandadoc session i just get a "not found" when i would like my user to have the option to regenerate a session (to see or sign the document).

    I guess that you don't have such an option but you'll see in my previous message attachment how yousign handles this use case and how you could implement it.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. 1 vote

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  14. Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.

    4 votes

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  15. Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.

    9 votes

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    0 comments  ·  Payments  ·  Admin →
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  16. API document by status - drilldown to identify the document for follow up
    API document analytics
    Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
    example: how many documents are opened but not complete
    example: data on time it's been open and not signed/completed.
    have drilldown into the document to follow up with the recipient to move the document to complete

    1 vote

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  17. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Direct separate payment links for each product in the pricing table.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  19. It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.

    We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.

    2 votes

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  20. The customer requests that the field be capable of generating a random number to serve as an order or reference number.

    1 vote

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