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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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6793 results found

  1. 2 votes

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  2. A document will generate only once from the same recipient email.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Smart content: ability to add into the footer

    6 votes

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  4. Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.

    9 votes

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    1 comment  ·  Payments  ·  Admin →
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  5. Option to change the font size of fields at once using the Design feature rather than doing it one field at a time in the template/document.

    2 votes

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  6. We would like to be able to use Bulk Send with the Send via SMS feature.

    13 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  7. 3 votes

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  8. Customer would like to have an option for the form feature to automatically prefill the information provided by the signers from their website to the form when they embed the form to their website

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. Automations: All submitted/signed forms form Customer A should directly appear in Data Room Customer A.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Recipient mapping in SF only functions if an email is indicated for the contact which does not allow to auto-sign recipients if there is only mobile number available

    2 votes

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  11. Zendesk Automation: Create a document once there's a new ticket submitted. The data from the ticket will be transferred to the PandaDoc Document

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. Option to interact with the quote builder in presentation mode and to be able to flip and hide the description, etc.

    2 votes

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  13. Set expiration date when uploading the document

    18 votes

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  14. 2 votes

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  15. 2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  16. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.

    2 votes

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

    2 votes

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  19. 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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  20. 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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