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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6497 results found

  1. When a customer signs a document, id like an email to go out to my team with certain information from the document.

    1 vote

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  2. 1 vote

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  3. Set Exclusion Rules for Salesforce Status Triggers

    2 votes

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  4. If there is a field in the table cell, option to expand the field automatically if the table cell is expanded (make the field fits the table cell automatically)

    6 votes

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  5. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  6. 1 vote

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  7. automatic collection - stripe

    help collect payments that ​​may have otherwise been unsuccessful

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. Bulk Send - Add setting to disable completion notification emails. Currently, you can turn off notifications, but its all notifications. I would like to turn them off for bulk send only and continue to receive them for non-bulk send documents.

    3 votes

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  9. Auto-populate contact info into Variables when a document is created directly from a contact.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row

    2 votes

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  12. 1 vote

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  13. 2 votes

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  14. Be able to import contacts with their addresses through the Gmail button.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Digits requirement

    To be able to require the certain number of digits

    9 votes

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  16. Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.

    27 votes

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  17. Bulk send feature for forms similar to the feature for the documents.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  18. Allow us to send via our own domains via domain verification (DKIM, SPF and such).

    The recipient experience will be greater and they will feel more secure in opening it.

    1 vote

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  19. Option to use shared content library items in Smart content

    6 votes

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  20. Ability to automatically change the color of the variable depending on its value (negative/positive).

    6 votes

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