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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7003 results found

  1. Option to have webhook event for the expired link (if the document link expires)

    3 votes

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  2. reporting data sent to email

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  3. 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.

    5 votes

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

    2 votes

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  5. 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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  6. [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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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. 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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  9. 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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  10. 1 vote

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  11. 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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  12. 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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  13. Option for text blocks to support multiple columns and text flow.
    If separate text blocks can be linked, then when one column is reduced in size the text automatically flows to the next column. Or, if a passage of text is removed, the remaining text flows accordingly.

    2 votes

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  14. 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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  15. 1 vote

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  16. 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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  17. 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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  18. Ability to delete columns in the pricing table if any of the columns is restricted.

    8 votes

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  19. Ability to autocorrect a letter throughout the document.

    (MS Word Autocorrect feature).

    1 vote

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