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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7072 results found

  1. Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to

    2 votes

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  2. When sending the document via SMS the number should appear at least on the audit trail

    2 votes

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  3. 2 votes

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  4. It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).

    2 votes

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    0 comments  ·  API  ·  Admin →
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  5. We need a system that will manage agreements that are created, owned, or originated by an external party (e.g., a vendor, customer, or partner) rather than by your organization. In particular, we need the system to determine payment due dates from these and send us reminders of our payables.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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    1. Identify Key Clauses and Terms
    2. Assess Compliance
    3. Analyze Risks
    4. Suggest Edits and Improvements
    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification

    2 votes

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  7. Select which of the workspaces send notifications to Slack

    2 votes

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  8. 2 votes

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  9. Ability to have a blank version of the document, like a "preview " as if the variables were not filled.

    2 votes

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  10. Right now, a user can send an invitation -> be removed from the workspace -> the invitation can still be accepted. This request is to have a functionality that would deactivate that invitation when the user who sent it has been removed from the workspace.

    2 votes

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  11. It would be great to have more dynamic options to adjust payments schedule.

    1 vote

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  12. To download the CSV file for one form response, not for all responses from one form

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Allow Auto-numbering to be used in regular table. This is useful for testing documentation (such as Factory Acceptance Test Protocols) where each row needs separate, automatically generated, test reference number.

    1 vote

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  14. Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.

    1 vote

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  15. Please show the user roles assigned in the user list.

    1 vote

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  16. Integration with Dazos

    1 vote

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  17. PricingTable1 builds the quote and the Total generated from this table becomes a variable that can go into the 'Full Payment' option in Table2

    3 votes

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  18. If Product A is added to the pricing table, add CLI "A", If Product B is added to the pricing table, add CLI "B". However, if you add products "A" and "B" to the pricing table, only one of the content library items will be pulled.

    2 votes

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  19. Customer would like to have the ability to send a notification reminder for a invoice document that is created from PandaDoc.

    As per customer :
    I should say that we do not use any of suggested payment gateway.
    We just use an international swift payments thought the bank account.
    So invoice is not linked to stripe, paypal etc.
    It’s just a document which we provide for the client to pay our services.
    Is there any chance to have this useful service with the reminders for that kind of documents in a same way that we have it for the contracts?

    2 votes

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