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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
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  3. Hey,

    I would like to see Alternative.co to be added as one of the payment gateways linked to Pandadoc. It's just like any other gateway such as Stripe, Square, etc. and since my business is collaborating with them, I have to use two different portals to receive payments from the businesses/clientele I'm working with. Please see if this is a possibility of collaborating with them.
    https://www.alternativepayments.io/

    2 votes

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  4. Right now, the recommendation is 200-300 per this HC article: https://support.pandadoc.com/hc/en-us/articles/360025472913-Manage-your-documents-templates-and-Content-Library-items#h_9d8b6eb6-bddb-4944-ae6f-934cfdbe6674

    Can we increase that number? For example, a client bulk sent 2,000+ documents and would like to bulk export the signed PDF documents in one download.

    3 votes

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  5. To have a native "read aloud" feature which reads everything on the document

    1 vote

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  6. When a user joins a workspace, they will automatically be assigned a specific subdomain.

    2 votes

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  7. Ability to change multiple instances of the same word at once.

    6 votes

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  8. i.e the ability to alphabetize documents while also setting the order for the status column

    4 votes

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  9. 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)

    5 votes

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  10. Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?

    3 votes

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  11. Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    13 votes

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  12. Show the documents of the workspace the user belongs to only (for now we show documents across the whole organization - even from workspaces the user doesn't blong to).

    1 vote

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  13. Do not create a document with responses in case a recipient does not complete a form

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  14. Ability to receive notification emails for documents that await your signature (in the inbox).

    Specifically, an email that says how many documents are awaiting your signature, how many you have signed, links to those documents that need signed (if possible).

    1 vote

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  15. Option to add automatically label for fields (next to them).

    1 vote

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  16. Add document uuid to the PDF downloaded.

    1 vote

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  17. Suggest edits on the Template level

    4 votes

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  18. custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.

    For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.

    4 votes

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  19. For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.

    4 votes

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  20. 2 votes

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