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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • 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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8 results found

  1. To be able to modify the format of the Document.CreatedDate variable (token).

    363 votes

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  2. Ability to change the color of the fillable fields / Changing the role fields color: change the color of the fillable fields / Change the color of the recipients in document

    209 votes

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  3. 263 votes

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  4. I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.

    84 votes

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    12 comments  ·  Workflow  ·  Admin →
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    Thanks to everyone who has shared this request with us — we're excited to release this feature. Unfortunately, we've run into some unexpected difficulties with it in the development phase, and as a result, we'll be unable to roll it out until later in 2023.
    We're very sorry for this delay. We appreciate your understanding, and we assure you the wait will be worth it.

  5. Send to multiple signers when using signing order / 2 signers will receive the document at the same time in signing order

    30 votes

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    9 comments  ·  Workflow  ·  Admin →
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  6. 128 votes

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    On roadmap  ·  25 comments  ·  Automations  ·  Admin →
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  7. to automate a second document to be sent out once the first document was sent

    31 votes

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    On roadmap  ·  0 comments  ·  Automations  ·  Admin →
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  8. Integration with NetSuite

    33 votes

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