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Ideas to Improve PandaDoc

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  • 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. Ability to change the date format for variables

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

    363 votes

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    On roadmap  ·  27 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Change the color of the recipient role fillable fields in a document (template)

    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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    On roadmap  ·  24 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Auto name Documents with tokens / Use variables in Document and Forms titles

    263 votes

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    On roadmap  ·  46 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Approvals are set up on a document level

    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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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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. Multiple recipients to one signing order (groups in signing order).

    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. Tokens/Variables in saved messages / email body or subject

    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 signed / completed

    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. Netsuite

    Integration with NetSuite

    33 votes

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    1 comment  ·  API, Payments & Integrations  ·  Admin →
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