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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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238 results found

  1. When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)

    3 votes

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  2. The option to make a copy of the whole folder when sharing a folder with another workspace.

    3 votes

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  3. Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.

    14 votes

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  4. download the PDF of the template with CSV added, for bulk send

    2 votes

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  5. Acc owner receives notification once an invite for a collaborator has been sent

    1 vote

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  6. 1 vote

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  7. 2 votes

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  8. When sending out an contract you now have the option to select nummer of days valid.

    more logical would be a good list like
    [ ] days before end of month
    [ ] days before end of next month
    [ ] days before end of this quarter

    Or more simple
    end of this month
    end of next month
    this quarter
    next quarter

    1 vote

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  9. It would be very helpful for integration with otther platforms if the document updated workflow would fire when a document is renamed in PandaDoc. We generate docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.

    1 vote

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  10. automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    2 votes

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  11. have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    28 votes

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  12. To have the ability to pre-set at the template level, a default email address from which a document would be sent.

    3 votes

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  13. 2 votes

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  14. When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.

    3 votes

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  15. Option to disable the Redlining Notification.

    • will allow users to disable redlining notification
    5 votes

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  16. My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually. The docs could maybe be combined into a single PDF temporarily just for printing purposes.

    1 vote

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  17. 1 vote

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  18. Having the ability to utilize a created form/template on a web browser. We have several forms we use that need to route to different people pending who starts the form - would be nice to be able to have the option for 'if this, then that' and available on our internal webpage for usage.

    1 vote

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  19. 1 vote

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  20. Highlight the changes made to a document/template in the version history

    19 votes

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