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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6 results found

  1. Abilty for eforms to use gathered data and automatically use it on a document

    22 votes

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    5 comments  ·  Forms  ·  Admin →

  2. Ability to append first.last name of recipient in subject line

    We had this feature in DocuSign powerforms, and it was extremely helpful. We need the ability to append the name of the first recipient in the subject line of the email that goes out. For example: "Sample Subject line [FirstName LastName]. "

    Maybe this is already possible with variables? When an office gets lots of submissions via PandaDoc forms, and they all have the same subject line, it's hard to differentiate them.

    Thank you for considering it.

    2 votes

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    1 comment  ·  Forms  ·  Admin →

  3. Bypass recipient information input in forms

    The ability to enable recipients to not have to input recipient information before singing a form

    4 votes

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    1 comment  ·  Forms  ·  Admin →

  4. Use custom variables/fields in forms

    Availability to use custom variables for the forms (at the moment only role variables can be used)

    68 votes

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    10 comments  ·  Forms  ·  Admin →
    Early Access  ·  Valeryia Baranava responded

    Hi,

    Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to the Support Team.

  5. Schedule Sending documents

    Ability to schedule when to send a document

    294 votes

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    30 comments  ·  Automations  ·  Admin →
    Early Access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi,

    Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.

    We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.

    To learn more about how it works, check out our Help Center article.

    Thank you for voting for this idea – your feedback is what got it built.

    Igor, Product team @ PandaDoc

  6. Contract Lifecycle Management (CLM)

    74 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →