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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6306 results found

  1. Make default auto-reminders every 3 days, like in docusing.

    While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .

    Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.

    2 votes

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  2. Make the information entered by clients in a text field as a variables and Pass them to Zappier.

    1 vote

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  3. Ability to have radio buttons next to each other, instead of in a vertical column.

    2 votes

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  4. Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  5. [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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  6. Offer customizable options for field validation such as: 16 characters or being able to enter a regex.

    I have a tax field and I want to avoid input errors.

    Ex.:122649975TQ0001

    6 votes

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  7. Option to setup which PandaDoc activity is shown in HubSpot activity feed. For example, show only sent documents.

    1 vote

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  8. Document.CreatedDate variable shows yesterday's date as it follows only the UTC timezone by default. Option to select timezone settings for the Document.CreatedDate system variable

    7 votes

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  9. Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. To be able to Get the total number of the documents within a status ( different statuses) via API

    https://pandadoc.zendesk.com/agent/tickets/469921

    3 votes

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    1 comment  ·  API  ·  Admin →
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  11. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. 3 votes

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    • Will allow the user to upload and view stamp in the mobile App
    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  13. Include on the audit trail what exactly has changed via approval workflow

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  14. Multi-column continuous text flow

    1 vote

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  15. Allow a user not part of the workspace to get notification of approval.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  16. 1 vote

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  17. Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost

    1 vote

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  18. we have a list of services that you can select (yes/no), we'd like to then pulled that Y/N information in to Panda docs to build out the contract. Pandadocs will need to use the yes/no field to build out the contract/proposal details.

    https://pandadoc.zendesk.com/agent/tickets/469208

    1 vote

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  19. I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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