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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  2. As an example: Consider a group email with two emails in it. abc@gmail.com and def@gmail.com and the group is named as gp@gmail.com

    If gp@gmail.com and abc@gmail.com both - the email abc@gmail.com will receive two emails. Please create a way to identify the two emails within the group to stop multiple notifications from going out.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Option to manually send the document to a new recipient (to a document in "sent" status) instead of sending it automatically

    3 votes

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  4. Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    5 votes

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  5. Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.

    3 votes

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  6. 3 votes

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  7. 1 vote

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  8. Client would like a person in the approval group to be able to suggest edits, but still be able to approve the document at the end of the workflow. Current if you're a collaborator you're unable to also approve a document. Instead of listing the same email for collaborator and approval group (and more importantly to eliminate the approval email that goes out) the client would like the collaborator to be able to suggest edits and then approve the document on the spot without further next steps post suggesting edits.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  9. Have CC'd see all e-mail addresses the document was sent to, including the signer

    1 vote

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  10. Right now, we like to use radio options with conditions to show certain fields based on what they pick. However, we don't always want the answers to the option to show up on the PDF. It would be nice to add the radio options. but then make it so the options don't show up on the document itself.

    3 votes

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  11. The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.

    2 votes

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  12. Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.

    1 vote

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  13. Bundle completed documents into one

    4 votes

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    • Will allow the user to set his preferred conditions.

    i need to make a conditional field
    2 radial buttons, 1) Agree 2) Do Not Agree
    IF Button 1 (Agree) = True then Allow Signature Line, IF Button 2 (Do Not Agree) = No signature lines, unable to complete doc
    basically, an agree/not agree to the terms

    1 vote

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  14. option to use recipient information such as first and last name as document title

    6 votes

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  15. duplicate folders for catalog

    2 votes

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  16. option to assign users to view a specific template only

    2 votes

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  17. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    7 votes

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  18. Ability to connect Chargify to PandaDoc as a payment integration.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  19. Documents from Adobe Edge can be imported to PandaDoc.

    1 vote

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