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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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7251 results found

    • Will allow the user to filter by user in Document Activity [Home]
    2 votes

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  1. On our website, we have a form for prospective employees to fill out. This form includes their name and email address as well as whether or not a second signature would be needed (for minors). Once they fill it out, the form gets emailed to HR and they then use the information provided on the form and send our application in PandaDoc. Having the ability to automatically send the application would improve our on-boarding experience and free up time for HR to work on other projects.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. Ability to create document using multiple templates

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. 1 vote

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  4. Ability to change the order of grand total section of Quote Builder

    2 votes

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    • option for the user in adding Total cost in the pricing table
    3 votes

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  5. Customer would like the email attachment feature to also work on the form document when its complete

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  6. The customer is interested in having the ability to add new content blocks via API that are not currently available in the platform editor.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. showing changes in documents requiring approval.

    2 votes

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  8. the user has the Option to remove "completed on the audit trail during the status is awaiting for payment

    1 vote

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  9. Option to enter coupon in the checkout, so when the customer pays the document, they can enter the coupon.

    4 votes

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  10. If the values passing from Dynamics are in HTML format, pass those values rendered correctly to PandaDoc, for now, the values are passed as plain text.

    1 vote

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  11. Option to remove or disabling Multiline text

    1 vote

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  12. Use-case: automatically create and send a recurring monthly invoice as a document to the same person.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  13. Customer would like the option to be able to assign or change payer after the document has been sent

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Integration capabilities with WhatsApp

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.

    15 votes

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    3 comments  ·  Other  ·  Admin →
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  16. 1 vote

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  17. Option for a Custom Role with no document editting feature have option to add a Collaborator

    3 votes

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  18. 1 vote

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